UBS is telling clients that despite the risk of bouts of volatility as Fed policy expectations shift with each data print, the broader global equity rally remains intact and the bank still sees upside for the S&P 500. That view aligns with a strong Q2 European earnings season and robust Asian earnings growth forecasts, giving the diversification case a fundamental underpinning rather than a purely valuation driven one.
UBS is telling clients that despite the risk of bouts of volatility as Fed policy expectations shift with each data print, the broader global equity rally remains intact and the bank still sees upside for...
That view aligns with a strong Q2 European earnings season and robust Asian earnings growth forecasts, giving the diversification case a fundamental underpinning rather than a purely valuation driven one.
The more notable call is the push toward diversification, with UBS arguing that concentration risk in US markets makes European and Asian equities a more effective way to participate in what it frames as a...
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UBS is telling clients that despite the risk of bouts of volatility as Fed policy expectations shift with each data print, the broader global equity rally remains intact and the bank still sees upside for the S&P 500. That view aligns with a strong Q2 European earnings season and robust Asian earnings growth forecasts, giving the diversification case a fundamental underpinning rather than a purely valuation driven one. The more notable call is the push toward diversification, with UBS arguing that concentration risk in US markets makes European and Asian equities a more effective way to participate in what it frames as a broadening rally rather than a narrow one.
The more notable call is the push toward diversification, with UBS arguing that concentration risk in US markets makes European and Asian equities a more effective way to participate in what it frames as a broadening rally rather than a narrow one.
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