Our outlook Overweight U.S. equities and Treasury-Inflation Protected Securities (TIPS) vs. standard government bonds

What if Donald Trump and Hillary Clinton cut through the rhetoric and directly addressed our most pressing economic issues? In the latest UBS House View (PDF, 3 MB), CIO Wealth Management Research (CIO WMR) imagines what a debate focused on the issues would look like on some very key questions:

  1. Despite significant economic advancements since the financial crisis, how can the U.S. create growth that ordinary working Americans also feel?
  2. How can the U.S. ”level the playing field” to ensure the gains of globalization and the fourth industrial revolution also benefit the labor that forms the majority of America?
  3. What’s the right balance the Fed should strike when making decisions on rates, inflation and growth?

CIO WMR also offers its asset allocation guidance for a world in which polarized policy and divisive politics are expected to remain the norm, including overweight recommendations for:

  • U.S. equities vs. government bonds
  • U.S. Treasury-Inflation Protected Securities vs. government bonds
  • Emerging market equities vs. Swiss stocks
  • Emerging market currencies vs. a group of developed market currencies

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, UBS Wealth Management Americas, and Tom McLoughlin, Co-Head of Fundamental Research for UBS Wealth Management Americas, lead this fully interactive UBS House View monthly call to discuss the latest on our market views and investment strategy guidance and also offer an election preview. Mark your calendar as this call takes place the first Thursday of every month at 1:00 p.m., ET / 10:00 a.m., PT.

Next call: Thursday, November 3, 2016

Call details:
U.S. toll-free dial in: 1-877-200-4456

International (toll) dial in: 785-424-1743
Participant code: 46502#

Listen to the replay from our October 6, 2016 call:

U.S. toll-free dial in: 866-415-9424
International (toll) dial in: 205-476-0997
Replay code: 46502#

*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.