Top of the Morning: 2024 Second-half market outlook
UBS On-Air: Market Moves
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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