UBS Mid-Year Outlook 2023

Join us at UBS Mid-Year Outlook 2023 as we share actionable insights for the second half of 2023 and beyond.

Tipping points

Global financial markets are at a critical mid-year juncture. The Federal Reserve’s tightening cycle has likely reached its peak, China’s post-reopening recovery is well underway, and Europe appears to have avoided a sharp contraction to date.

But inflation remains a challenge and the sudden turbulence in the global banking system demonstrates that higher interest rates are having unintended consequences. Geopolitical tensions also continue to run hot.

These tipping points present both opportunities and challenges for regional investors ahead. To steer through this increasingly complex environment, we invite you to join our experts from the Chief Investment Office and key industry thought leaders as they share actionable insights and provide new perspectives on the second half of 2023 and beyond.

Conference highlights:

  • Market cycles: Where are the opportunities?
  • Big themes in the world we live in
  • Bridging the gap and positioning portfolios in a changing environment
  • Private equity investing in a 5% Fed funds rate environment
  • The road ahead for U.S. and China

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