UBS Global Wealth Management Q1’25 outlook
The first five years of the current decade have been favourable for investors despite the Covid-19 induced global lockdowns, wars in Eastern Europe and the Middle East and elevated interest rates and inflation. According investment firm UBS, global equity markets are up 50 per cent, nominal GDP has increased by over a third and US corporate profits have nearly doubled since 2020. But what does the second half of the decade hold for market? CNBC Africa is joined by Michael Bolliger, Chief Investment Officer: Emerging Markets, UBS Global Wealth Management for this discussion.
Fri, 22 Nov 2024 16:11:04 GMT
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AI Generated Summary
- Global equity markets are up 50% in the last five years despite challenges like the Covid-19 pandemic and geopolitical tensions
- Investors are closely monitoring the economic consequences of Trump's presidency and its implications for trade and inflation
- UBS identifies South Africa as an interesting investment opportunity within the emerging market equity strategy due to reform outlook and attractive valuations
The first five years of the current decade have seen significant growth and favorable conditions for investors despite challenges such as Covid-19 induced lockdowns, wars in Eastern Europe and the Middle East, and elevated interest rates and inflation. According to UBS, global equity markets have surged by 50%, nominal GDP has risen by over a third, and US corporate profits have almost doubled since 2020. With the next five years on the horizon, investors are looking towards what the future holds for the market. CNBC Africa recently sat down with Michael Bolliger, Chief Investment Officer for Emerging Markets at UBS Global Wealth Management, to discuss the outlook for the second half of the decade. The discussion covered a wide range of topics, from the potential economic consequences of Trump's presidency to investment opportunities in emerging markets like South Africa. Bolliger also shared insights into the performance of gold, China's economic strategy, and the five key factors that will shape markets in the coming years. As investors brace for potential shifts and volatility in the market, UBS remains focused on maintaining a balanced investment strategy that accounts for both opportunities and risks.
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