Gold and alternative assets are emerging as top choices for wealthy individuals as they adjust portfolios for a more volatile market, the bank’s latest research shows.
Wealth portfolios are expanding gold positions and targeting emerging market tech supply chains as managers seek returns uncorrelated to US markets amid sustained dollar weakness.
The DeepSeek shock has brought global capital back to Chinese tech, but UBS' Eva Lee warns that 2026 will be the real test for firms to turn AI buzz into actual profits.
Key opportunities now lie in high-dividend stocks, investment-grade bonds, and a resurgent EM equity landscape—while gold is reaffirmed as a core holding in a structurally bullish cycle.
Dec 10, 2025
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Lim’s insights cut through the noise of modern portfolio management, framing gold not as a safe haven but as an active return driver, ETFs as tools rather than solutions, and China’s discounted valuations as one piece of a global puzzle.
Asia’s exporters and equity markets face mounting pressure as Donald Trump’s campaign pledge to impose sweeping new tariffs - dubbed "Liberation Day" levies - spark warnings from top private banks.