UBS Asset Allocation – July 2013

This weekend’s reading for investors comes to us from UBS; specifically their Wealth Management Research Desk (Hat tip to BR)

Per the UBS:

While the recent sell-off has caught some investors off guard, we believe it is creating an opportunity for US assets, including US equities, US high yield corporates and the dollar.

Multicolor infographic showing chagines in Assets

©2013 UBS Financial Services Inc.

Sources:
UBS House View: Pause and balance
ubs.com
http://www.ubs.com/us/en/wealth/misc/ubs-house-view.html?campID=Display-UHV72013-US-ENG-UBSFS-Home-MPU-UHV-Static

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