UBS sees gold as a shiny wanting geopolitical hedge and portfolio diversifier, rating the steel as most most smartly-most unusual in its investment lessons for the 2nd half of the year document. The bank highlights valid market performance driven by AI investment and recommends diverse portfolios across different assets, areas, and sectors to navigate political and economic uncertainties.
UBS Highlights Key Investment Lessons for H2 2024
UBS’ Wealth Administration published a document this week titled “Investment Lessons for the Second Half.” The document, authored by the U.S.Editorial Crew with foremost contributions from chief investment officers Solita Marcelli and Trace Haefele, highlights loads of key lessons for shoppers over the next six months.
The document emphasizes the importance of diversification across assets, areas, and sectors, especially given the political uncertainty highlighted by U.S. election debates. “In dispute shoppers head into the 2nd half of the year, we advocate making ready for lower rates and an evolving political panorama by building a balanced and diverse portfolio across mounted earnings, equities, and substitute investments,” UBS recommends, along with:
We additionally glimpse gold as a shiny wanting geopolitical hedge and portfolio diversifier, and charge the steel as most most smartly-most unusual.
UBS additionally celebrated that the first half of 2024 saw valid market performance. “We continue to survey a supportive backdrop for world equities, and count on more affordable designate elements to issue no as inflation normalizes and central banks embark on an easing cycle,” the document details.
Secondly, Synthetic Intelligence (AI) “remained a dominant driver of industry investment and market performance,” UBS mentioned. AI investments, significantly NVIDIA’s 150% year-to-date surge, underscored the sector’s indispensable market have an effect on. “We mediate shoppers could perhaps per chance perhaps peaceable guarantee they’re sufficiently invested in AI, with a tactical tilt to the enabling layer of the technology’s designate chain and megacaps,” mentioned UBS.
