Investing at All-Time Highs

UBS advises investors to overcome anxiety about markets trading at all-time highs by staying invested through diversified portfolios and active rebalancing. They argue that the opportunity cost of holding cash is high, and robust core portfolios should include equities, bonds, and alternatives.

Key Takeaways

• 1.Remaining on the sidelines due to geopolitical or AI disruption risks has resulted in missed opportunities as major markets hit record highs.
• 2.UBS recommends a balanced core portfolio with 30-70% in equities, 15-50% in fixed income, and allocations to alternatives like private markets.
• 3.Active rebalancing is essential to manage risk and maintain long-term targets after large market moves have skewed allocations.

Table of Contents

• Investment strategy insights
• Appendix
• Global asset class preferences definitions
• Risk Information
• Generic investment research - Risk information
• Important Information About Sustainable Investing Strategies
• External Asset Managers / External Financial Consultants
• Additional Disclaimer relevant to Credit Suisse Wealth Management

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