Navigating uncertainty

Questions you can ask your UBS Financial Advisor

  • What kinds of investments can help to reduce uncertainties about the long-term future?
  • Should I expect superior long-run returns from equities compared with bonds and real assets?
  • What can I do to protect my portfolio against long-term capital destruction?

Interest in survivalism has soared in recent years. Whether driven by concern over social unrest, climate change, financial collapse, killer robots, superbugs or World War III, more and more people are preparing for the very worst.

This sense of fear is interesting because the last century should have already taught us plenty about uncertainty. Since 1900, there have been at least a dozen hyperinflations, 20 recessions, almost 200 sovereign defaults or debt crises, two global financial crises and 12 bear markets. Add to that seven global pandemics, two world wars, hundreds of civil or regional wars and numerous other episodes of geopolitical upheaval.

What can all these years of crisis tell us about investing through another century of uncertainty? CIO Americas, Wealth Management (CIO) reminds investors that long-term wealth creation has been about owning equities—and staying patient.

In a new UBS House View publication, "Dealing with disaster" (PDF, 2 MB), CIO offers investment strategies and specific asset allocation guidance to help investors navigate future uncertainty and position their portfolios to capture long-term opportunities. CIO notes that equities have offered investors superior long-run returns compared with bonds and real assets—and that staying invested over the cycle improves those returns. Global diversification remains vital to protecting against history's biggest potential wealth destroyer: concentrated regional risk.

In continuing to offer investors forward-looking global guidance, this edition of UBS House View also explores the promise of new oncology treatments being developed to help fight the battle against cancer. CIO notes that the introduction of outcome-based pricing could help to address cancer treatment costs, better align incentives with patient outcomes and promote treatment availability. These trends bolster our outlook for two of CIO’s investment themes with exposure to advances in oncology.

For more on CIO’s investment outlook and portfolio recommendations, read Dealing with disaster (PDF, 2 MB).

Is your portfolio prepared for a changing investment environment? Together we can find an answer. Connect with your UBS Financial Advisor or find one.

Join our UBS House View Monthly call

Next call: Thursday, November 2, 2017

Join us for our next UBS House View monthly call and get the latest on our market views and investment strategy guidance.* Mark your calendar as the UBS House View call takes place the first Thursday of every month at 1:00 p.m., ET/10:00 a.m., PT.

Call details:

U.S. toll-free dial in: 1-877-200-4456

International (toll) dial in: 785-424-1743
Participant code: 46502#

Listen to the replay from our October 5, 2017 call:

U.S. toll-free dial in: 866-415-9424
International (toll) dial in: 205-476-0997
Replay code: 46502#