Here's where UBS says to invest with global yields elevated
Bonds from emerging Asian markets could provide investment opportunities, amid an environment of elevated level of global bond yields.
TL;DR
- UBS sees value in emerging Asian bonds amid high global bond yields.
- Asian bonds, especially in the tech sector's high-yield segment, are performing well.
- Gold remains a good asset for portfolio diversification.
- A structurally weak U.S. dollar supports gold as a trading asset.
- Broad commodity exposure is recommended for diversification and risk management.
- The AI boom is increasing demand for commodities like copper.
- Rising oil prices in the Middle East can be managed with broad commodity exposure.