UBS On-Air: House View

Chief Investment Office

House View brings you daily, weekly, and monthly content covering our multi-asset views on economic trends and financial markets from the UBS Chief Investment Office

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21 episodes
Updated Yesterday

Episodes21

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July 6 · 8 min
House View Daily | Navigate AI volatility with diversification and selectivity
We remain constructive on the AI theme, but the market narrative is gradually shifting from strong near-term growth to the durability of spending beyond 2027. Investors should ensure diversification and selectivity in their exposure.

UBS On-Air: House View

House View Daily | Navigate AI volatility with diversification and selectivity