Amid macroeconomic volatility and tariff disruptions, this edition of The Red Thread offers expert insights from UBS Asset Management into global private markets, spanning real estate, infrastructure, credit, and equity.
-
Tariff tensions and inflation: Tariffs have triggered capital market uncertainty, revised inflation expectations upward, and paused the recovery in global real estate values.
-
Sector divergences: Residential real estate remains resilient, while office and industrial sectors face downward pressure due to weakening demand and stalled investment.
-
Policy responses: Central banks are diverging in rate paths, with Europe tilting dovish as the Fed holds back due to sticky inflation.
Discover how resilient sectors and tactical allocation can protect portfolios.
To read this article, you need a subscription to Investment Officer. If you don't have a subscription yet, click on 'Subscribe' to see the various subscription options.
