Our outlook Overweight U.S. equities; Neutral eurozone and emerging market equities

Continued central bank moves to low or negative interest rates have recently created concern about slower growth—and even financial stability. And negative interest rate policy will present both challenges and opportunities for investors.

Portfolio shifts can help investors adjust to uncertain markets, but the fundamental issue of finding higher returns in a low-return world, without taking undue risks, remains. This month’s flagship asset allocation report addresses this issue by suggesting investors choose to adopt one or more of the following strategies:

  • Beyond benchmark fixed income investing—through greater diversification in fixed income, investors have the potential to earn higher returns by accessing some less traditional and less liquid instruments in the fixed income universe
  • Endowment style concept—an approach that seeks to earn higher returns by allocating a higher proportion of assets to illiquid alternative asset classes including hedge funds, private equity, private debt and real estate

For more strategies and specific asset allocation guidance, read the latest edition of UBS House View: “Meeting the challenge of negative rates (PDF, 3 MB).”

To understand how to best incorporate these insights into your own investment strategy, connect with your UBS Financial Advisor or find one.

 

Join us as Mike Ryan, Chief Investment Strategist for Wealth Management Americas, leads this fully interactive discussion featuring the latest on our market views and investment strategy guidance on the first Thursday of every month at 1:00 p.m., ET / 10:00 a.m., PT.

Next call: Thursday, May 5, 2016

New call details:
U.S. toll-free dial in: 1-877-200-4456 
International (toll) dial in: 785-424-1732
Participant code: 46502#

New replay details:
U.S. toll-free dial in: 800-839-3608
International (toll) dial in: 402-220-2971
Participant code: 46502#

Listen to the replay from our April 7, 2016, call with Jeremy Zirin, Head of Investment Strategy:
Replay Dial In: 888-203-1112 or 719-457-0820
Replay Code: 6180049

*The views expressed on the call do not constitute a personal recommendation or take into account the particular investment objectives, investment strategies, financial situation and needs of any specific individuals. They are based on numerous assumptions. Different assumptions could result in materially different results. We recommend that you obtain financial and/or tax advice as to the implications (including tax) prior to investing.