How Can Investors Diversify Their Equity Holdings

UBS maintains a positive medium-term view on equities but advises investors to diversify away from concentrated US megacap tech positions into broader sectors and regions.

Key Takeaways

• 1.Maintain a positive medium-term outlook for equities driven by solid earnings and a healthy macro backdrop.
• 2.Broaden equity exposure beyond US megacaps into other regions like Japan and China, and sectors like health care and financials.
• 3.Rebalance concentrated tech positions using rallies to diversify into the AI value chain, automation, and structured investments.

Table of Contents

• Key message
• 01 We believe the medium-term outlook for equities is positive.
• 02 But we expect future gains to come from a broader range of sectors and regions, beyond the US megacaps.
• 03 We believe investors should take steps to rebalance concentrated positions.
• New this week
• One liner
• Did you know?
• Investment view
• Non-Traditional Assets
• Risk information

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