UBS maintains a constructive view on Swiss equities, citing defensive characteristics, fair valuations, and sustainable dividend yields. The report highlights a preference for quality companies and profitability leaders.
Key Takeaways
- 1.Swiss equities remain attractive due to high-quality companies, defensive sector exposure, and historical resilience.
- 2.Valuations are considered fair with a sustainable dividend yield above 3% being particularly appealing.
Table of Contents
- Swiss equities
- Central scenario
- Upside scenario
- Downside scenario
- Global asset class preferences definitions
- Appendix
- Risk information
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Authors
Stefan R Meyer
Securities
SMI
Themes
Quality and Defensive PositioningDividend Growth
Regions
EuropeSwitzerlandUnited States