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A recovery from COVID-19, propelled by unprecedented amounts of stimulus, could see investors shift risk profiles and readjust portfolios. So how should investors react to the acceleration of trends and rethink investment portfolios?
By Massimiliano CASTELLI, Head of Strategy and Advice, Global Sovereign Markets at UBS Asset Management
A decade after the Global Financial Crisis (GFC), the global economy is weathering another recession triggered by COVID-19 that will be much deeper, possibly the worst on record in the post-war period. The GFC and COVID-19 crises originated in different countries but quickly spread globally as a result of increased global economic integration. The GFC unleashed a powerful regulatory response intended to reduce...
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