UBS: 3 investment lessons from the first half

Global Equities Remain Rewarding: The bank says that despite market volatility, global equities delivered strong returns in the first half, with the MSCI All Country World Index gaining 13.5%. They note the US market led the surge, with theAI Continues to Drive Growth: UBS acknowledges that artificial intelligence remained a dominant force in both business investment and market performance.

Seize the AI Opportunity: UBS believes investors should seize the AI investment opportunity and invest in"AI-enabled" portfolios, focusing on semiconductors and megacaps across the AI value chain while managing risk through capital preservation strategies.

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