UBS Investor Forum

We invite global investment leaders from the fund management industry to challenge our UBS House View. We address global financial questions to make sure we never sin through over-confidence.

Twice a year, we host a long term version of the Investor Forum to discuss macroeconomics, politics and investment topics with a 5-to-10-year time horizon

Session 1: Inflation and monetary policy, 4 April 2022

After more than a decade of disinflation and deflation, inflation has come back with a bang in the aftermath of the pandemic. Does this just represent a short-term blip in an otherwise disinflationary trend or a structural break? What does all this mean for monetary policy and markets?

Session 2: Growth and returns, 4 April 2022

After the deep pandemic recession and a sharp bounceback, focus is shifting to the future outlook for economic growth. Does the post-pandemic world bring us to the brink of a ‘productivity miracle’ or will high debt, energy security, and sustainability hamper rates of growth? What will this mean for investors in global markets for the decade ahead?

Session 3: Future trends, 5 April 2022

The pandemic has driven a lot of innovative thinking with new trends forming an increasingly common part of investor thinking about the future. Which are the most important themes for investors to build exposure to?

Session 4: Building a nimble portfolio, 5 April 2022

New technologies, financial innovation, and a fast-changing global economy seem to have created more diverse potential opportunities for investors to generate alpha. Learn more about how should investors construct portfolios to manage risks while enabling alpha capture.

Disclaimer

The views expressed and any forward-looking statements are as of May 2021 and are those of the George Bory and/or Wells Fargo Asset Management. Discussion of individual securities, or markets generally, or any Wells Fargo Fund are not intended as individual recommendations. Future events or results may vary significantly from those expressed in any forward-looking statements. The views expressed are subject to change at any time in response to changing circumstances in the market. Wells Fargo Asset Management disclaims any obligation to publicly update or revise any views expressed or forward-looking statements.

Disclaimer

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