Monthly Extended

The UBS House View for July 2026 maintains an 'Attractive' rating on global equities and high-quality bonds. The report anticipates a stabilizing macroeconomic environment as geopolitical tensions in the Middle East begin to de-escalate.

Key Takeaways

• 1.UBS maintains an 'Attractive' view on global equities, noting resilient economic growth and earnings, despite recent geopolitical volatility.
• 2.The report highlights a shifting macroeconomic backdrop with prospects for a US-Iran peace deal, leading to an easing of energy price pressures and inflation expectations.
• 3.Bond markets are seen as offering value, with a preference for short- and medium-maturity segments as markets reassess central bank rate hike paths.

Table of Contents

• Investment views
• Asset class outlook
• Risk scenarios
• Asset class preferences
• Macro economic outlook
• Asset class views
• Summary of major asset classes
• Appendix

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