Table of Contents
Section 1 Base slides 3 Section 2 Asset class views 12 2.A Equities 13 2.B Fixed income 23 2.C Foreign exchange 30 2.D NTAC: Commodities, Listed real estate, Hedge funds and Private equity 34 3 UBS ,
HOUSE_OVERSIGHT_024136
Table of Contents
Section 1 Base slides 3 Section 2 Asset class views 12 2.A Equities 13 2.B Fixed income 23 2.C Foreign exchange 30 2.D NTAC: Commodities, Listed real estate, Hedge funds and Private equity 34 3 UBS ,
HOUSE_OVERSIGHT_024136