UBS recommend US dollar-based investors diversify across countries, citing:
- historical data shows that for U.S. dollar-based investors, risk decreases as the number of countries in a stock portfolio increases
UBS recommend investors:
- embrace diversification
- stay invested despite ongoing volatility
- adding bonds, gold and alternative assets to their portfolios
UBS forecasts:
- continued positive potential returns in the US equity market, artificial intelligence stocks, as well as companies linked to power and resources
- likes Indian and Taiwanese equities
- in Europe, sees several emerging opportunities in Germany amid security investments
