UBS On-Air: House View

00:00

House View Daily | Building resilience to navigate...

UBS On-Air: House View ·

2026/10/05

Lower oil prices and softer US jobs data have reduced immediate concerns about further Federal Reserve tightening, but geopolitical risks and elevated bond yields could keep markets volatile. We recommend positioning for further equity gains while diversifying and managing concentration risk.

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00:00

House View Daily | Treasuries face a challenging reset

UBS On-Air: House View ·

2026/10/02

The sell-off in US Treasuries reflects growing concern that inflation and policy rates could remain elevated. While further disinflation, easing energy pressures, or policy intervention may slow the rise in yields, volatility is likely to remain high in the near term. Investors should calibrate duration and credit risk carefully.

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00:00

House View Daily | Resilient growth should underpin...

UBS On-Air: House View ·

2026/09/30

Long-dated Treasury yields have risen to multi-decade highs. But resilient growth, robust earnings, and accelerating AI adoption should help equities absorb the valuation pressure from higher yields. We continue to recommend positioning for further equity gains through broad sector and regional diversification.

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00:00

House View Daily | Why higher rates can favor hedge...

UBS On-Air: House View ·

2026/09/29

Higher interest rates can be a headwind for many investments, but they can also create a more favorable environment for hedge funds. A higher cost of capital increases differences among companies, economies, and securities, giving active managers more opportunities to identify relative leaders and laggards.

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00:00

House View Daily | AI infrastructure: Strong demand...

UBS On-Air: House View ·

2026/09/25

Potential delays at a major US data center have intensified scrutiny of AI infrastructure financing. We don’t see this as a risk to compute demand itself, but if it widens, it could affect deployment timelines, funding costs, and investment returns. We continue to favor diversified thematic exposure to both the AI and Power and resources opportunities across public and private markets, with an emphasis on quality and balance-sheet strength.

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00:00

House View Daily | Higher yields need not derail markets

UBS On-Air: House View ·

2026/09/24

Strong US activity, higher oil prices, and a weak Treasury auction pushed the 10-year yield above 5.1% and weighed on equities. But we expect less Fed tightening than markets currently price, while resilient growth and robust earnings should help risk assets absorb measured rate increases.

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00:00

House View Daily | Higher yields need not derail markets

UBS On-Air: House View ·

2026/09/24

Strong US activity, higher oil prices, and a weak Treasury auction pushed the 10-year yield above 5.1% and weighed on equities. But we expect less Fed tightening than markets currently price, while resilient growth and robust earnings should help risk assets absorb measured rate increases.

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00:00

House View Daily | Build resilience through portfolio...

UBS On-Air: House View ·

2026/09/23

Oil prices fell on signs of progress in US-Iran talks, but geopolitical and market risks remain. We expect equities to rise further, although periods of volatility are likely. Investors can strengthen portfolios with capital preservation strategies, broad commodities, and alternatives.

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00:00

House View Daily | Consumer agents may power the next...

UBS On-Air: House View ·

2026/09/22

The rapid early adoption of Meta’s Muse highlights the potential for consumer AI agents to expand monetization channels. We see rising adoption supporting hyperscalers’ returns on AI investment and strengthening demand across the semiconductor and hardware value chain.

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00:00

House View | Jumpstart

UBS On-Air: House View ·

2026/09/21

Welcome to CIO Jumpstart, your guide to the main market events coming up in the week ahead. Today we ask the following three questions: 1. Can equities withstand higher yields after the Fed’s hawkish increase? 2. How far will Europe’s policy shift extend after the Fed rate hike? 3. Will progress in the Middle East ease pressure on oil prices?

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00:00

House View Daily | The case for investing amid rising...

UBS On-Air: House View ·

2026/09/18

While elevated oil prices and renewed monetary tightening are testing investor confidence, cash alone is unlikely to deliver the long-term returns needed to offset inflation, taxes, withdrawals, and longevity. Investors should maintain near-term liquidity while putting excess cash to work in diversified portfolios.

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00:00

House View Daily | How to position in fixed income as...

UBS On-Air: House View ·

2026/09/17

The Fed’s hawkish rate hike has led markets to price in more tightening. We believe this repricing creates opportunities in fixed income, but investors should remain selective on duration and credit risk.

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00:00

House View Daily | What matters from today’s Fed...

UBS On-Air: House View ·

2026/09/16

Wednesday may see the Fed kick off a new tightening cycle in the US. For portfolios, the key questions concern earnings resilience, market pricing, and diversification.

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00:00

House View Daily | Frontier 'pacing' calls may not...

UBS On-Air: House View ·

2026/09/15

Stronger safeguards need not derail the AI rally. We still favor diversified exposure across the AI value chain.

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00:00

House View | Jumpstart

UBS On-Air: House View ·

2026/09/14

Welcome to CIO Jumpstart, your guide to the main market events coming up in the week ahead. Today we ask the following three questions: 1. Will the Fed signal more hikes to come? 2. Will other central banks follow the ECB’s hawkish lead? 3. Can robust AI demand reinforce broader economic resilience?

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00:00

House View Daily | Equities should withstand higher...

UBS On-Air: House View ·

2026/09/11

Rising oil prices and Treasury yields are testing investor confidence, but equities have remained resilient. We believe solid economic growth, robust earnings, and strong AI investment should help stocks withstand higher rates. We remain constructive on equities and recommend broad exposure across sectors and geographies.

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00:00

House View Daily | Brent tops 100: A milestone, not a...

UBS On-Air: House View ·

2026/09/09

Brent crude rose above USD 100/bbl on Wednesday as geopolitical tensions and tightening physical supplies support prices. But we believe strong earnings growth, sustained AI investment, and diversified portfolio exposure can help global markets withstand higher energy costs.

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00:00

House View Daily | Look beyond rates to gold’s...

UBS On-Air: House View ·

2026/09/08

Gold may face near-term pressure from higher interest rates and a stronger US dollar, but we believe its long-term investment case remains intact. Robust central bank buying, fiscal concerns, and demand for protection against inflation and geopolitical risks reinforce its role as a portfolio diversifier.

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00:00

House View | Jumpstart

UBS On-Air: House View ·

2026/09/07

Welcome to CIO Jumpstart, your guide to the main market events coming up in the week ahead. Today we ask the following three questions: 1. Will inflation temper the Fed’s hawkish turn? 2. Will the ECB signal that its hiking cycle will be limited? 3. Can market gains continue to broaden beyond technology?

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11:30

House View Daily | What a more hawkish Fed means for...

UBS On-Air: House View ·

2026/09/04

Economic growth has stayed resilient, earnings are strong, and AI-related investment continues to support activity. Against that backdrop, the possibility of rate hikes has increased, supported by comments from Fed officials that inflation may not be moving down fast enough. But investors should not mistake a potential change in Fed policy for a change in the investment outlook. If rates move higher while economic growth, employment, and profits remain strong, many of the forces supporting

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