19 October 2025

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Home / White Papers 2018

Panorama: Opportunities in a maturing cycle

27 July 2018

In this July 2018 edition of Panorama, UBS senior asset class and allocation experts assess the potential challenges and opportunities for investors over coming months. It explores:

– How a maturing US economic cycle and the prospect of lower returns and higher volatility may affect asset class attractiveness

– How rising US interest rates are changing the game for fixed income investors, and why it may pay to be nimble in the coming months

– Views from UBS’ other investment areas on the outlook for liquid and alternative asset performance

– Views from UBS’ sustainable, systematic and emerging market equities teams

For more views and forecasts, and for previous editions of Panorama including ‘Investing in 2018: Challenge and opportunity ahead’, visit ubs.com/am-insights.

27 July 2018

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Panorama: Opportunities in a maturing cycle