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Patrice Gautry Chief Economist and member of the Investment Committee Union Bancaire Privée, UBP SA. Swiss-Arab Wealth Management Forum. 10 APRIL 2013. Asset Allocation’s current challenges. Moderate growth and low yields, but aggressive central banks
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Patrice Gautry Chief Economist and member of the Investment Committee Union Bancaire Privée, UBP SA 1
Swiss-Arab Wealth Management Forum 10 APRIL 2013
Asset Allocation’s current challenges Moderate growth and low yields, but aggressive central banks Massive reflation is driving asset allocation Preferences are converging towards equities Central banks are declaring a new currency war Gold: not the end of an era 3