Investing in 2019
A lot has happened in 2018 and we’re heading towards a whole new world in 2019. Reflect on this white paper and make sure you’re not caught unprepared.
Alex Burke
December 3, 2018
A lot has happened in 2018 and we’re heading towards a whole new world in 2019. Reflect on this white paper and make sure you’re not caught unprepared.
How not doing your research can result in just getting a good price for a bad company.
The economic weight of the world is shifting. 10 years ago, emerging markets made up about 30% of the world’s GDP, now it’s almost half. UBS Asset Management’s Geoffrey Wong makes the case for emerging market opportunities for growth investors.
As the backbone of our daily lives – from the bridges we cross to the electricity we use – infrastructure requires constant upkeep, upgrades and reinvestment.
As industry and governments move away from coal power generation to renewable sources, investors could look for opportunity in the new infrastructure that will follow.
In just a century, we’ve shifted from horse drawn ploughs to GPS guided tractors. Technology and innovation is hurtling forward at an unprecedented rate, and disrupting many industries along the way. Real estate is no exception. From the home office takeover to smart warehouses, UBS looks at what you can expect to see in the next few years on Earth, and the distant future on Mars.
Australians have a huge domestic bias with their investing, so why would a portfolio designed for Australians focus on Australia? To avoid doubling up on stocks, and to provide diversity, the UBS Global High Conviction Fund focuses on quality stocks that Australians tend to have no exposure to. Combined with a strict and thorough vetting process for included stocks, this portfolio is aimed to provide global equity exposure to compliment those with a home bias.
As an asset class, fixed income is often overlooked in favour of newer and more dynamic investment strategies, however, at a time when we’re expecting to feel the result of quantitative tightening around the globe, and volatility and uncertainty are returning to markets, perhaps predictability and stability of returns are just what’s needed. In this Market Update, Anne Anderson of UBS Asset Management makes a case for fixed income, how it’s being used by younger investors to realise their goals, and why it’s needed now more than ever
With over 20 years’ investment industry experience, Bryce Doherty currently heads up UBS Asset Management in Australia, managing a team of 65 employees locally, and $48 billion of invested assets in Australia. With investment offerings spanning domestic and global equities, cash and fixed income, multi-asset and exchange traded funds (ETF), the fund manager has solidified itself as one of the largest global asset management businesses in the Australian market.
Our current bull market is the third longest in history and has performed the second-best since World War II. This long period has investors the world over asking, are the market’s years of growth coming to an end? UBS AM takes a look into the history books and outlines the signs to pick up on that the bull market’s time may be running out.
No More Practice Education Pty Ltd
Level 1, 10 Shelley Street, Sydney NSW 2000
