House View Daily | Strengthen portfolio defenses as volatility rises

Podcast: UBS On-Air: House View · Chief Investment Office

Opublikowano: 2026-10-21

Questions around AI profitability, elevated rates, and geopolitical tensions may keep markets volatile through the earnings season. Yet we remain constructive on equities and expect AI-related growth to support corporate earnings. Investors can complement diversified equity exposure with structured strategies, select hedge funds, and commodities.