- Our research partners believe central banks will use monetary policy to fight the current slowdown
- But, with interest rates around the world already low, the impact of monetary stimulus may be limited
- Given today’s politics, our research partners don’t believe the fiscal stimulus will be strong enough to lift markets much higher in the near term
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 UBS House 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
- Watch the live stream at ubs.com/ciolive
- Dial in to the live conversation
US toll-free: 877-200-4456
- 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.