Overweight stocks vs. bonds, favoring the eurozone, Japan and U.S. small-caps

Global monetary policy is nearing an inflection point, with higher rates anticipated in the U.S. and more easing expected in the eurozone and Japan. But the rate environment remains supportive for growth as well as risk assets. Given this backdrop, how do you strike the right balance of assets in your portfolio?

What can you expect?
The Chief Investment Office Wealth Management Research (CIO WMR) is forecasting a Fed rate hike at its December meeting. However, its approach is expected to be deliberate and methodical.

What should you do?
In addition to risky assets such as equities, CIO WMR recommends long-term investments in trends such as cancer theraputics, clean air and emerging market healthcare. Over a six-month time horizon, CIO WMR prefers:

  • Eurozone equities
  • Japanese equities
  • Chinese equities within an Asian-focused portfolio
  • U.S. small-cap equities
  • U.S. investment-grade corporate bonds
  • Norwegian krone relative to the euro

To learn more, connect with your UBS Financial Advisor or find a UBS Financial Advisor.

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. This month’s call will be dedicated to CIO WMR’s annual outlook publications: UBS House View: 2016 and beyond, scheduled to publish on December 1, 2015.

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*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.