Planning is everything Find out how to protect your portfolio from key global risk scenarios in the UBS House View monthly letter

Planning is everything

Questions you can ask your UBS Financial Advisor

  • What assets and strategies can help my portfolio if the current economic upturn rolls over?
  • Are there any global risk scenarios I should be prepared for as an investor?
  • What strategies will help me protect my wealth in a downside scenario while minimizing cost?

What if the current economic upturn rolls over?

Although CIO Wealth Management Americas considers a downturn unlikely over the next six months, it is something on their radar to consider should such an event arise. In a new UBS House View monthly letter, they discuss the negative scenarios emerging to understand if the risks are increasing—and what investors can do today to prepare. Three risks they believe merit particular attention from investors are:

  • Higher-than-expected U.S. inflation
  • Rising leverage in China
  • Geopolitical turmoil in the Middle East and North Korea

In this monthly letter, CIO discusses a number of strategies that could help investors prepare for these risk scenarios. They note that the answer is not to sell out of risk assets completely or to overpay for insurance at this time—but to develop strategies that might help protect wealth if these downside scenarios come true, yet will incur only minimal cost if they do not.

For more on CIO’s investment outlook and portfolio recommendations, read Planning is everything (PDF, 1 MB).

Is your portfolio prepared for a changing 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, December 7, 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 November 2, 2017 call:

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

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