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5-Year Capital Market Assumptions: The Case For Alternatives
The low expected returns in public markets, near zero or negative cash rates, and the long end of many yield curves still near historic lows are tailwinds for alternative investments, such as hedge funds, real estate and private equity.
EM Winners, USD Loser Of US Elections
Joe Biden’s win – and a negligible chance of reversing that outcome – coupled with recent comments from Republican lawmakers, sets the stage for sustained US dollar weakness and the continued outperformance of emerging market assets.
When Will Inflation Return?
As policymakers embark on an even more aggressive quest to loosen financial conditions and inject record amounts of liquidity to counteract the effects of the pandemic, will investors see inflation return in the near term?
It's Fiscal Policy On The Ballot
Different election outcomes may introduce more uncertainties into the economic outlook, but are unlikely to change the fundamental realities.
Bridging The Gap To A Broader Recovery
An ongoing struggle continues between virus-induced impairments to economic activity and the powerful policy response continues to dominate the economic backdrop.
The Dueling Threats To US, China Tech
Escalating US-China tensions as the November election nears are likely to foster volatility, with measures taken against Chinese technology a focal point.
An Investor’s Perspective On The Post-COVID-19 Market Recovery
Markets’ reaction to the virus reinforced the resilience and diversification benefits of Chinese assets and validated the ability of sustainable investments to outperform during volatile periods.
Navigating The Storm
The spread of the coronavirus outside of China, oil price collapse and sharp tightening of financial conditions have put the global economy on the brink of recession.
Plunging Oil Prices: The Economic Fallout
Following this weekend’s breakdown of talks among OPEC+ members and its subsequent effect on global markets, UBS Asset Management expects further cuts in policy rates in the US, UK, Eurozone and Japan in the next few days.
1 to 9 of 9 Posts