House View Daily | Diversify beyond the AI rally

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

Opublikowano: 2026-10-27

The latest tech-led advance reflects continued confidence in AI demand, but high expectations and company-specific risks strengthen the case for looking beyond a narrow group of market leaders. We favor diversified equity exposure that includes Power and resources, Longevity, and opportunities outside the US.