UBS On-Air: House View

Chief Investment Office
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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

  1. 5 hr ago

    House View Daily | Oil’s path is not a one-way Strait

    While oil may stay under pressure in the near term, we expect prices to recover over the coming months, as the normalization of traffic through the Strait of Hormuz and the recovery of shut-in production may prove slower than expected. We continue to see value in broad commodity exposure in a portfolio context.

    10 min

  2. 1 day ago

    House View Daily | Why gold could stage a rebound

    Gold has fallen to its lowest level in nearly eight months, but we think this offers an opportunity for underallocated investors to build strategic exposure. We believe the investment case for gold remains positive, as we believe the Fed is unlikely to raise rates in the near term, and the US dollar should weaken as the year progresses. Gold has also historically provided diversification benefits in a portfolio context.

    7 min

  3. 2 days ago

    House View Daily | Equities can move higher despite tech sell-off

    Risk sentiment weakened amid pressure on semiconductor stocks, but we believe the recent correction should be seen in the context of the strong rally in recent months. While we remain confident in the AI growth story, we also expect that the next phase of stock gains will come from a broader range of opportunities.

    11 min

  4. 3 days ago

    House View Daily | Why we think a Fed hike remains unlikely

    We view current market expectations that the Federal Reserve will raise rates in the near term as too aggressive, as inflation should moderate in the coming months, growth may soften, and broader changes at the Fed could slow down policy reaction. We continue to see an attractive risk-return profile for short- and medium-duration quality bonds.

  5. 4 days ago

    House View Daily | Record equity issuance shouldn't be a headwind for equity markets

    The window has swung back open for new IPOs and secondary offerings, with share issuance likely to reach a record high in dollar terms this year. But we do not think this will be challenging to absorb given the growth of the overall equity market.

  6. 19 Jun

    House View Daily | Why we believe equities can still move higher

    The AI rally has been one of the defining features of markets in the first half of the year. While we think it can drive further gains, we also believe the rally will continue to broaden across the rest of the market. We think investors should stay invested, while keeping diversification at the center of portfolio construction

  7. 18 Jun

    House View Daily | Warsh era starts on a hawkish note

    The FOMC held the policy rate unchanged at 3.5-3.75%, but the combination of higher inflation projections, a hawkish distribution of rate forecasts, and the removal of forward guidance points to a restrictive-for-longer policy stance.

  8. 17 Jun

    House View Daily | Markets on Warsh watch

    The Federal Reserve is expected to keep rates steady today, but markets will be watching Kevin Warsh's debut press conference as chair and his outlook on inflation and rates. We maintain the view that the Fed should resume easing next year, benefiting short- and medium-duration quality bonds.

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About

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

Information

  • Creator
    Chief Investment Office
  • Years Active
    2021 - 2026
  • Episodes
    165
  • Rating
    Clean
  • Copyright
    © UBS AG
  • Show Website
    UBS On-Air: House View

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