The UBS CIO Monthly Letter discusses the current financial market environment, highlighting the challenges of slow growth, deleveraging, and central bank actions. It emphasizes the importance of a balanced investment strategy amidst market volatility and political risks. The letter provides insights into the economic outlook for Europe, the US, and China, and discusses asset allocation preferences, including a focus on US high yield credit and a neutral stance on equities.
documents/EFTA01089766.pdf
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