
Year Ahead 2023
Join us at UBS Year Ahead 2023 as we discuss what will drive markets in the coming year.
A Year of Inflections
A Year of Inflections
A paradigm shift has begun in markets. Inflation remains high across the board. As the U.S. Federal Reserve battles with the worst inflation for a generation, it is putting the easy-money policies of the past decade into a reverse while also shrinking its balance sheet. In doing so, interest rates have hit multi-decade highs, significantly elevating the risk of a recession. Until inflation improves further, and recession risks fall, more market weakness is possible.
Conference highlights:
Conference highlights:
- Will the Fed be forced to pivot?
- Is recession the only way out of inflation and how bad will this recession be?
- Will there be a better opportunity for bonds vs equities in 2023?
- How do we manage tail risks like a potential war?
- How can we best position our portfolio to navigate a wide spectrum of outcomes?