At the UBS CIO Global Forum in New York on Thursday, five investors were asked to share their top-conviction ideas for the next 6-12 months. Investing in infrastructure, short-term bonds, and financial stocks were among the top ideas. The investors were from firms including BlackRock and DWS, the asset-management arm of Deutsche Bank. During the UBS CIO Global Forum in New York on Thursday, investors in attendance were polled on when they thought the bull market would end. Most of them —60% — believed it would be over within the next 2-3 years, or by 2021.