- Investors are concerned about geopolitics and volatility, but there are sound strategies that can help you navigate the year (and decade) ahead
- Our research partners recommend filtering out the political noise, investing in high-quality stocks tied to consumer spending and diversifying globally
- Investors are optimistic about the decade ahead. Our strategists offer themes where we see the biggest potential for gains—digital transformation, genetic therapies and water scarcity
According to our recent UBS Investor Watch survey, investors are cautious about the year ahead. They're concerned about market volatility, global trade and geopolitics, yet embrace the decade ahead with optimism.
But what does our Chief Investment Office say? The Year Ahead 2020 offers insights that could address many of your concerns. For example, our investment strategists say that, while geopolitics are important, economics likely has the biggest impact on portfolios.
Against this backdrop, our strategists recommend diversifying globally while choosing domestic and consumer-focused companies that are likely to provide more reliable returns than those exposed to trade and business spending. And to protect against uncertain politics, we suggest diversifying your portfolio and including high-quality stocks, preferably tied to consumer spending.
79% of investors think we'll see more volatility in 2020*
Only a 10-15% chance of recession in 2020
44% of investors are concerned about the US-China trade conflict*
69% of US business revenue is generated solely within the US
88% of investors want to align their portfolios with future trends*
6 major trends in the next decade
We also found investors are much more optimistic about opportunities in the future. Our research partners identify 6 transformational trends—including de-globalization, demographic change and environmental action—which are expected to have the biggest impact on investors and the world in the decade ahead.
But to successfully balance the risks with long-term opportunities, our strategists recommend having a robust financial plan that accounts for your needs at different stages—for today, tomorrow, and for generations to come. Our Liquidity. Longevity. Legacy. framework can help reduce anxiety about current risks while allowing you to pursue the opportunities of the future. Find out more.