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.

©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