Optimize Your Leverage

UBS outlines how strategic borrowing can enhance investment plans by providing liquidity and diversification, specifically as US interest rates are expected to decline through 2027.

Key Takeaways

• 1.Proactive borrowing can enhance financial plans by managing liquidity, improving diversification, and boosting long-term return potential as interest rates decline.
• 2.Short-dated debt yields and US interest rates are expected to fall toward late 2026 and early 2027 as economic growth moderates.
• 3.Borrowing plans must be 'robust', meaning they can withstand worst-case market scenarios without triggering margin calls.

Table of Contents

• Optimize your leverage
• Borrowing can help with:
• Global asset class preferences definitions
• Appendix
• Risk information
• Generic investment research – Risk information:

Document Preview

Page 1 of 5

Subscribe for full accessStart Free Trial