A Brave New World
The Investment Outlook 2021 webinars were broadcast for clients of UBP’s key locations across Europe and the Middle East between 25 November and 3 December 2020, and will continue in Europe and in Asia until February 2021. The webinars feature presentations by Co-CEO of Asset Management & Group CIO Michaël Lok, CIO of Wealth Management Norman Villamin, Chief Economist Patrice Gautry, and several other experts. To complement the roadshow discussions, we have also produced a brochure detailing the topics covered.
#UBPInvestmentOutlook
In 2021, a move from monetary-led to fiscal-led policy means shifting political landscapes in the US, UK, Europe and China will create both opportunities and risks for investors. For bond investors, a risk-managed approach will be prudent in the new year as defaults resulting from the health crisis continue to materialise. Meanwhile central banks are expected to be active, leading to a continuing US dollar bear market and a gold bull market.
2020 provided investors with a challenging roadmap which required both agility and conviction to navigate.
Anticipating a wholesale transformation of the structure of the global economy, we have favoured transformation themes in healthcare and technology to drive our equity allocations through much of 2020. Those secular trends should continue to spread as economies seek to pick up in the new year. The development of 21st-century infrastructure to address climate change and a new digital landscape should take centre-stage in this transition.
Dive into the brochure for much more details and insight.
