Mensuel de décembre 2019 - Fonds d’investissement

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Clarity in a clouded market
How should investors prepare for uncertain markets ahead? 5 key investment experts from UBS Asset Management answer some key questions, from the debate on value vs. growth stocks to structural factors affecting fixed income and the importance of an asset allocation strategy.   Max ANDERL, Head of Concentrated Alpha Equity and Lead Portfolio Manager How much longer do you expect the US equity bull market to last?   Predicting recessions is notoriously difficult. However, we see no obvious short-term catalyst that will derail the US equity bull market. The medium-term outlook is dependent on the US/China trade war, economic growth and interest rates. Typically, a build-up of economic...
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