Investment outlook Where to invest in 2020

At our Viewpoints Market Outlook 2020, Evan Brown said there will be diversification away from US assets to the rest of the world. Emerging market equities, Asian and China high yield should benefit from this.

23 Dec 2019

We're going to see some mean reversion, some diversification away from US assets.
Evan Brown
Head, Multi-Asset Strategy

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Where to invest in 2020?

Global equities

Emerging market equities
Ex-US developed markets

Fixed income

Underweight duration
Asian / China high yield

Alternatives

Hedge funds
Real assets

Currencies

USD weakness
JPY as a hedge

Beige bars represent the level of attractiveness

Source: UBS Asset Management, 2 December 2019

More insights for investing in 2020

Singapore Retail Investors

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Investment outlook Where to invest in 2020

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Where to invest in 2020?

Global equities

Fixed income

Alternatives

Currencies

More insights for investing in 2020

UBS-AM bullish in EM equities, debt

Are you prepared for the unexpected?

Late cycle does not mean end cycle

Singapore Retail Investors

Content provided on “as is” and “as available” basis

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