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Top of the Morning: 2024 Second-half market outlook

UBS On-Air: Market Moves

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Analyzing Fixed Income and Alternative Investments

This chapter delves into the analysis of various fixed income assets and sectors, including spread compression, pension bonds, and the pursuit of yield by insurance companies. It also emphasizes the significance of considering alternative investments like private equity, real estate, and hedge funds for portfolio diversification in a market with heightened stock and bond correlations.

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