With clouds gathering on the investment horizon, UBP’s CIO looks at how to navigate the coming storms
In his regular look at the global economic situation, UBP’s CIO Wealth Management, Norman Villamin, talks about what pitfalls investors can expect to have to avoid, how the Bank is approaching the changing investment landscape, and what options are out there in these challenging times.
Key takeaways:
- With the shifting of geopolitical and economic sands, there is a fine line to be walked as we wave goodbye to zero interest rates and negative inflation.
- The fixed-income universe is set to provide some shelter against these economic headwinds through increased duration and credit risk.
- Investors should look beyond the US for opportunities, as well as seeking out returns in the alternative space.
