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UBS On-Air: House View · July 28

House View Daily | Ensure portfolio resilience to navigate uncertainty

Markets are facing renewed pressure from geopolitical escalation, higher oil prices, rising bond yields, and questions over AI investment returns. Investors should focus on portfolio resilience and strategies that can help manage downside risk while preserving long-term upside potential.

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Markets are facing renewed pressure from geopolitical escalation, higher oil prices, rising bond yields, and questions over AI investment returns. Investors should focus on portfolio resilience and strategies that can help manage downside risk while preserving long-term upside potential.