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UBS: Year Ahead 2018

From UBS Chief Investment Office have published their annual look at the year ahead. It delves into three main areas:

  • Changing Context: They expect another year of respectable economic growth, higher corporate profits, and rising equity markets. But investors will need to adapt to the changing monetary, political, technological, social, and environmental context.
  • Top Risks: Although they expect the rally in equities to continue, they see the three most prominent threats as: a significant rise in interest rates, a geopolitical conflict, and a China debt crisis.
  • Dealing with Change: To protect and grow wealth in a period of accelerated change, investors will need to demonstrate a combination of agility, balance, and calm, in their view.

Well worth a read for a global perspective on the investment environment and what is ahead for 2018.

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How UBS Tore Down a Car – and Rebuilt Its Research Practice

UBS was recognised as the world’s best equity research provider in Institutional Investor’s annual ranking of the top global research companies, thanks in part to its innovative Evidence Lab that does primary research such as buying an electric car and breaking it down. It is a good thing that they are one of our primary research partners.

To read full article Click Here or on image below:

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Goldman Warns That Market Valuations Are at Their Highest Since 1900

  • Returns likely to be lower across all assets in medium term
  • Risk scenario sees inflation jump that ushers ‘fast pain’

A prolonged bull market across stocks, bonds and credit has left a measure of average valuation at the highest since 1900, a condition that at some point is going to translate into pain for investors, according to Goldman Sachs Group Inc.

To see full Bloomberg article and watch video click here or on the image below.

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