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

More insights for investing in 2020

UBS-AM bullish in EM equities, debt

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