Entering choppier waters

Our March edition of the House View Investment Strategy Guide, titled "Entering choppier waters", is now available on ubs.com/houseview.

This month's Feature addresses what recent market volatility could mean for investors going forward. We believe that the worst is over for now, but we're also unlikely to see a return to the abnormal calm that preceded it. And a less-consistent correlation between stocks and bonds could pose a greater challenge for managing risk.

We're expecting the strongest global growth since 2011, but this is now being tinged by concerns – amplified by US fiscal stimulus – that we could also see an abrupt return of higher inflation and interest rates. This month's In Context focuses on the implications that higher inflation uncertainty could have on the Federal Reserve's planned "return to normal".

Read more and explore interactive features on ubs.com/houseview.