Our outlook Preference for U.S. equities, emerging market equities and U.S. investment grade corporates

Financial markets reacted intensely in the month since the U.K. voted to leave the EU, with asset values both selling off, and recovering, in stunning fashion. While further volatility is expected, opinions are divided on the significance of Brexit. However, there are still important lessons to be learned, and insights to be gained, that can help you position your portfolio in this uncertain environment.

CIO Wealth Management Research outlines the five most important lessons learned from Brexit in its latest edition of UBS House View: (PDF, 2 MB)

  1. It’s not going to get easier to forecast political outcomes over the next 12 months
  2. The future matters today, as globalization and technology have major consequences
  3. Investors in developed markets cannot afford to ignore currency volatility
  4. Diversification is becoming even more important to combat price swings
  5. Longer term, central bank policy and economics still trump political risk

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, 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, September 1, 2016

New 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 August 4, 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.