Use Equity Market Strength to Rebalance

UBS recommends rebalancing equity gains into bonds and structured products as the S&P 500 hits record highs, while shifting focus toward diversifying beyond US tech megacaps.

Key Takeaways

• 1.Investors should use recent record equity highs to rebalance portfolios towards bonds and defensive structures to manage concentration risks.
• 2.Market sentiment is buoyed by a potential US-Iran framework agreement regarding the Strait of Hormuz, easing energy-driven inflation fears.
• 3.AI investment is broadening from tech megacaps into infrastructure, power, and industrial supply chains.

Table of Contents

• What to watch: 1 June
• From the studio
• Thought of the day
• Caught our attention
• Market update
• Appendix

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