With work-from-home offices becoming the ‘new normal’, could economies be more vulnerable to disruption from a cyber-attack?
Cyber-threats are evolving fast but are they an imminent threat...
Or more likely to be an ongoing threat with new ways of policing increasing cybercrime and dark virtual economies being developed in the 2030s as predicted by Rahaf Harfoush, digital anthropologist?
As the vaccine timetable has moved earlier, could this allow a faster-than-expected return to normalcy?
Equity markets could experience a euphoric rally if the vaccine timetable shifts even earlier
Ongoing easy fiscal and monetary policy combined with faster normalization could accelerate reflation
Investors may want to revisit asset allocations
Could fiscal policy disappoint ahead of broad vaccine dissemination, causing a sharp global economic slowdown?
Consumers and businesses still require a bridge to normalization
Uncontrolled virus spread or stricter shutdowns for longer risk a double dip for economies and markets
Chinese sovereign debt offers yield and downside protection
Are US tech giants in for a reckoning, and will a tax code change and tighter regulation mean that a break-up of big tech monopolies is on the cards?
Shift of power from large cap to small cap
Re-allocation to equity income portfolios
Search for dividends
Could new US leadership set the stage for a reset in US-China relations?
Tariff removal would boost global trade and the economy
Reduced global uncertainty catalyzes a major flow shift from developed to emerging market assets.
Views and opinions expressed are presented for informational purposes only and are a reflection of UBS Asset Management’s best judgment at the time a report or other content was compiled. UBS specifically prohibits the redistribution or reproduction of this material in whole or in part without the prior written permission of UBS and UBS accepts no liability whatsoever for the actions of third parties in this respect. The information and opinions contained in the content of this webpage have been compiled or arrived at based upon information obtained from sources believed to be reliable and in good faith but no responsibility is accepted for any errors or omissions. All such information and opinions are subject to change without notice but any obligation to update or alter forward-looking statement as a result of new information, future events, or otherwise is disclaimed. Source for all data/charts, if not stated otherwise: UBS Asset Management.
Any market or investment views expressed are not intended to be investment research. Materials have not been prepared to address requirements designed to promote the independence of investment research and are not subject to any prohibition on dealing ahead of the dissemination of investment research. The information contained in this webpage does not constitute a distribution, nor should it be considered a recommendation to purchase or sell any particular security or fund. The materials and content provided will not constitute investment advice and should not be relied upon as the basis for investment decisions. As individual situations may differ, clients should seek independent professional tax, legal, accounting or other specialist advisors as to the legal and tax implication of investing. Plan fiduciaries should determine whether an investment program is prudent in light of a plan's own circumstances and overall portfolio. A number of the comments in the content of this webpage are considered forward-looking statements. Actual future results, however, may vary materially. Past performance is no guarantee of future results. Potential for profit is accompanied by possibility of loss.
© UBS 2021. The key symbol and UBS are among the registered and unregistered trademarks of UBS.