Helicopters wanted

After a summer of volatility, stocks markets are facing some gridlock. With little clarity on global trade and other growth dynamics, our research partners believe the potential upside for stocks may be limited this year.

What’s driving the sideways-moving markets now? 1) Politics, geopolitics and trade uncertainty 2) Economic data 3) Fed policies

So how do you position your portfolio moving forward? Our research partners recommend staying invested while holding a modestly lower allocation of stocks.

Find out what other strategies you should consider.

Join us for our special UBSHouse View live conversation Thursday, October 3 at 1 p.m. ET.* You’ll hear practical investment advice and portfolio strategies for the current environment.

3 ways to get the insights

1. Watch the live stream at ubs.com/ciolive
2. Dial in to the live conversation
   US toll-free: 877-200-4456
   International: 785-424-1743
   Code: 46502#
3. Listen to the replay (available shortly after the live call)
   US toll-free: 866-415-9424

   International (toll): 205-476-0997
   Replay code: 46502#

Join CIO’s live UBS House View conversation on the first Thursday of every month at 1 p.m. ET (10 a.m. PT).

For more, read the latest UBS House View.

* The views expressed on the call do not constitute a personal recommendation or take into account the particular investment objectives, investment strategies, financial situation and needs of any specific individuals. They are based on numerous assumptions. Different assumptions could result in materially different results. We recommend that you obtain financial and/or tax advice as to the implications (including tax) prior to investing.

Disclosures

Research from CIO Global Wealth Management is provided by UBS Financial Services Inc. UBS Financial Services Incorporated of Puerto Rico is a subsidiary of UBS Financial Services Inc. In Canada, research from CIO Global Wealth Management is provided by UBS Investment Management Canada Inc.

The views expressed in the research provided do not constitute a personal recommendation or take into account the particular investment objectives, investment strategies, financial situation and needs of any specific individuals. They are based on numerous assumptions. Different assumptions could result in materially different results. We recommend that you obtain financial and/or tax advice as to the implications (including tax) prior to investing.

UBS Financial Services Inc. is registered with the US Securities and Exchange Commission (SEC) as an investment adviser and a broker-dealer. UBS Financial Services Incorporated of Puerto Rico is registered as a broker-dealer.

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information, visit our website at ubs.com/workingwithus.

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