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  • Investment Strategy Guide: Back in balance? - UBS
    4 UBS House View | October 2023 Monthly Letter Back in balance? In our second-half outlook, published in June, we characterized global markets as facing a balancing act Our view was that for markets to rally further, the Federal Reserve would need no more than two additional rate hikes, the US recession would need to be averted,
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    Forward-looking and in-depth insights from our investment teams We try to identify the themes and dynamics that cut across markets and connect the dots for you Humanoids: the shape of future automation? It’s Electric: Is there a role for Lead and Zinc in the new energy economy? Taking action! Go against the tide, or with the flow?





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