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 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.

The effects of the Fed’s policy reversal have yet to fully come to bear. Further complicating the picture is the uncertain growth outlook in China and growing geopolitical tensions. This combination of forces makes for a challenging outlook. Yet with increased volatility comes some of the best opportunities. If the global economy is changing, then portfolios should accordingly change.
 
At UBS, we invite you to join our Chief Investment Office and panel of external thought leaders as they explore key questions and share actionable insights and frameworks.

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?

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