Finding opportunity despite uncertainty Discover how in the new UBS House View: The paradox of history

Questions you can ask your UBS Financial Advisor:

  • What kind of companies should I be invested in to help reduce uncertainties about the long-term future?
  • Even though it’s good for me to be invested in stocks right now, should I also hold assets that aren’t tied to the equity markets?
  • In the last three months, the euro rallied 3% against the U.S. dollar. But, does it still have room to run?

In an era of big data and mass connectivity, our knowledge of the world has never been greater. Yet, predicting the future seems to be getting harder and harder. Investors today are still uncertain about the future, despite current market stability and visibility over the long term has decreased. But investors can compensate for this by finding the "less uncertain" uncertainties to invest in over a longer time horizon, including sustainable investment themes such as automation and robotics, energy efficiency, water scarcity and emerging markets healthcare.

So, how do you position your portfolio to reduce uncertainty and capture opportunities?

CIO Americas, Wealth Management (CIO-A WM) offers investment strategies and specific asset allocation guidance in its new UBS House View publication entitled: "The paradox of historical knowledge." (PDF, 7 MB)  Overall, it is overweight global equities and U.S. high-yield bonds vs. government bonds. In currencies, CIO-A WM also favors the euro over the U.S. dollar, prefers the Swedish Krona vs. the Swiss Franc, and favors the Canadian over the Australian dollar.

Explore CIO-A WM’s full 16 sustainable investment themes.

Is your portfolio prepared to overcome challenges in a changing global investment environment.? Together we can find an answer. Connect with your UBS Financial Advisor or find one.

Join our UBS House View Monthly call

Next call: Thursday, July 6, 2017

Join us for our next UBS House View monthly call and get the latest on our market views and investment strategy guidance. * Mark your calendar as the UBS House View call takes place the first Thursday of every month at 1:00 p.m., ET/10:00 a.m., PT.

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 June 1, 2017 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.