Market cycle: End or extend?

UBS Wealth Insights Mid-Year Outlook 2019

 
 

CIO Global Outlook

 

Investing beyond the cycle

Investing today seems even more challenging with a slowing global economy and trade tensions. Market expectations have swung from rising interest rates last year to fears of falling rates this year. Will the Market Cycle End or Extend? UBS CIO team and global experts addressed these key questions on investors' minds at UBS Wealth Insights Mid-Year Outlook 2019 in Singapore on Monday, 8 July. Our CIO noted that while the cycle is likely to extend for longer, increased volatility will be a hallmark of late cycle investing.

Long term opportunities were covered in Investing Beyond the Cycle topics - The Future of Food, Sustainable Investing and the Greater Bay Area (GBA) in China. Sustainable Investing is not philanthropy was highlighted by our speakers, with a growing body of evidence that ESG matters in stock selection. Companies that can solve the world’s challenges with innovative solutions will likely benefit in the years ahead.

Agenda

An overview of the topics that were discussed at the forum.

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UBS speakers

 

August Hatecke

Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management 

Biography (PDF, 56 KB)

 

Martin Blessing

Co-President Global Wealth Management

Biography (PDF, 73 KB)

 

Mike Ryan

Chief Investment Officer Americas, UBS Global Wealth Management 

Biography (PDF, 173 KB)

 

Min Lan Tan

Head Chief Investment Office APAC, UBS Global Wealth Management

Biography (PDF, 112 KB)

 

Kelvin Tay

Regional Chief Investment Officer, UBS Global Wealth Management

Biography (PDF, 172 KB)

 

Paul Stefansson

Global Head Investment Funds, UBS Global Wealth Management

Biography (PDF, 61 KB)

 

Mischa Eckart

Head of IPS GMIC PS Client Investment Specialists APAC, UBS Global Wealth Management

Biography (PDF, 49 KB)

Guest speakers

 

Dr. Jeffrey 
Jaensubhakij

Group CIO, GIC Pte Ltd

Biography (PDF, 74 KB)

 

Tristram Leach

Managing Director, Co-Head of European Corporate Credit & Head of European Opportunistic Credit, Apollo Global Management, LLC

Biography (PDF, 89 KB)

 

David Yeung

CEO & Founder, Green Monday

Biography (PDF, 90 KB)

 

Andrew Winston

Winston Eco-Strategies

Biography (PDF, 136 KB)

Master of Ceremony

 

Patricia Quek

Market Head Singapore, UBS Global Wealth Management

Biography (PDF, 82 KB)


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