Are Stock Market Highs a Worry or an Opportunity

UBS maintains a positive outlook for global stocks and bonds through late 2026, advising investors to overcome anxiety and put surplus cash to work. The firm recommends a diversified core portfolio with tactical exposure to AI and structural growth themes.

Key Takeaways

• 1.Despite recent highs, UBS expects further gains for global stocks and bonds through year-end, outperforming cash.
• 2.Anxious investors should maintain a robust core portfolio with 30-70% in equities and 15-50% in fixed income.
• 3.Rebalancing and adding fresh ideas like gold or structural themes (AI, Longevity) can help manage risk and lock in gains.

Table of Contents

• Are stock market highs a worry or an opportunity?
• CIO Essentials
• Global asset class preferences definitions
• Appendix
• Risk Information

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