UBS’s investing and allocation recommendations for the near term volatility

seekingalpha09-04

UBS analysts expect stocks to trade higher over the next six to 12 months, but said they would not rule out more volatility in the near term. Yesterday, U.S. equities fell, and bonds rallied after the...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2465854835?lang=en_US&edition=fundamental","thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/843954364/image_843954364.jpg","is_english":true,"pubTime":"2024-09-04 23:41","share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","id":"2465854835","market":"hk","top_or_hot":-1,"title":"UBS’s investing and allocation recommendations for the near term volatility","media":"seekingalpha","content":"<div>\n<p>UBS analysts expect stocks to trade higher over the next six to 12 months, but said they would not rule out more volatility in the near term. Yesterday, U.S. equities fell, and bonds rallied after the...</p>\n\n<a href=\"https://seekingalpha.com/news/4146917-ubss-investing-and-allocation-recommendations-for-the-near-term-volatility\">Source Link</a>\n\n</div>\n","source":"seekingalpha","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UBS’s investing and allocation recommendations for the near term volatility</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUBS’s investing and allocation recommendations for the near term volatility\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-04 23:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4146917-ubss-investing-and-allocation-recommendations-for-the-near-term-volatility><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>UBS analysts expect stocks to trade higher over the next six to 12 months, but said they would not rule out more volatility in the near term. Yesterday, U.S. equities fell, and bonds rallied after the...</p>\n\n<a href=\"https://seekingalpha.com/news/4146917-ubss-investing-and-allocation-recommendations-for-the-near-term-volatility\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BN29S564.USD","symbol_name":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","start_time":0,"source_url":"https://seekingalpha.com/news/4146917-ubss-investing-and-allocation-recommendations-for-the-near-term-volatility","article_id":"2465854835","we_media_id":null,"thumbnails":["https://static.seekingalpha.com/cdn/s3/uploads/getty_images/843954364/image_843954364.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2465854835","pubTimestamp":1725464470,"columns":[],"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"UBS analysts expect stocks to trade higher over the next six to 12 months, but said they would not rule out more volatility in the near term. Yesterday, U.S. equities fell, and bonds rallied after the","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4579":"人工智能","GLD":"SPDR黄金ETF","BK4550":"红杉资本持仓","BK4588":"碎股","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4141":"半导体产品","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4503":"景林资产持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IGPT":"INVESCO AI AND NEXT GEN SOFTWARE ETF","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","BK4551":"寇图资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","L":"洛斯公司","2NVD.UK":"2X NVIDIA ETP","BK4581":"高盛持仓","XLK":"高科技指数ETF-SPDR","BK4504":"桥水持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","3NVD.UK":"LS 3X NVIDIA","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4548":"巴美列捷福持仓","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4529":"IDC概念","NVDA":"英伟达","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","ARTY":"ISHARES FUTURE AI & TECH ETF","AIEQ":"Amplify AI Powered Equity ETF","BK4570":"地缘局势概念股"},"translate_title":"瑞银对近期波动性的投资和配置建议","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XLK":1,"AIEQ":1,"ARTY":1,"IGPT":1,"NVDA":0.9,"GLD":0.7,"L":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"UBS analysts expect stocks to trade higher over the next six to 12 months, but said they would not rule out more volatility in the near term. Yesterday, U.S. equities fell, and bonds rallied after the ISM Manufacturing Index showed ongoing weakness in the industrial sector, edging up to 47.2 in August, but still missing consensus estimates. New orders also fell to 44.6 from 47.4 – its lowest reading since May 2023. The S&P 500 (SP500) dropped 2.1%, the Nasdaq Composite (COMP:IND) dropped 3.3%. Nvidia (NVDA) alone fell 9.5%. But Mark Haefele, Global Wealth Management CIO at UBS, said in a note that investors should keep a long-term perspective, and gave a few investment recommendations: Investors should keep both “shopping” and “disposal” lists to build exposure at more favorable prices when volatility arises, he said. They also should examine their AI (AIEQ), (ARTY), (IGPT) exposure within technology (XLK). “We think current volatility may say more about positioning and expectations than about a new fundamental development for the AI trend,” he wrote. “Those with low AI holdings should consider building exposure through structured strategies to navigate potential volatility ahead. For those with higher allocations, capital preservation strategies could serve as a hedge.” Haefele also said he expects the Federal Reserve to cut interest rates at each of its three meetings for the remainder of the year, and said investors should consider diversified fixed income and equity income strategies as alternatives to cash. A diversified portfolio across asset classes, regions, and sectors – including alternative assets such as gold (GLD), (GOLDX) – should be maintained, he added. “Periods of elevated volatility have historically created favorable conditions for select hedge funds to stabilize portfolios and generate strong returns, especially when other asset classes struggle.”","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2465854835"}