The potential implementation of tariffs remains a headwind for Asia and Europe, but if imposed, could be partially offset by the stimulus measures in China.
As we approach the mid-point of the “Roaring 20s”, marked by high economic growth, strong market returns and improving productivity, UBS highlights key investment strategies and opportunities in its Year Ahead 2025 report.
With regards to economic outlook, UBS’s base case is sustained economic growth in the US, supported by healthy consumption, loose fiscal policy and lower interest rates. UBS expects US economic growth to slow but remain close to 2%.
