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.