Reinvestment Ideas For Late May

UBS presents a series of bond reinvestment recommendations for debt maturing in late May 2026, offering options for similar, higher, and lower risk profiles across various sectors.

Key Takeaways

• 1.Provides structured reinvestment alternatives for USD bonds maturing between 15 and 31 May 2026 across Financials, Technology, and Real Estate sectors.
• 2.Reinvestment ideas are categorized into three risk-appetite buckets: Similar credit risk, More defensive, and More aggressive.
• 3.Analysts highlight AI-infrastructure demand as a key driver for specific tech sector recommendations like Marvel and SoftBank.

Table of Contents

• Reinvestment ideas for late May
• 12 month rating history
• Statements of risk
• UBS CIO risk views
• UBS credit rating
• Issuer credit outlook
• UBS CIO valuation views
• Sell recommendations
• Issuer valuation views
• Statement of Risk
• Appendix

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