Treasuries Present Opportunities No Matter the Level, UBS’s Haefele Says

The video discusses market trends, focusing on the S&P and equity exposure strategies. It highlights the impact of Central Bank responses and containment measures in China. The speaker also explores opportunities in US Treasurys, particularly the 10-year, and discusses the role of inflation-protected securities and mortgage hedging.

What was one of the reasons the speaker increased their equity exposure?

• Decreasing interest rates

• Belief in a strong economic recovery

• Central bank responses and containment efforts

• High inflation rates

Why does the speaker believe it's too late to sell massively?

• Interest rates are expected to rise

• Central bank responses and containment efforts have shown effectiveness

• New investment opportunities have emerged

• The market has already reached its peak

What is the speaker's view on opportunities in US Treasurys?

• Opportunities are declining

• Opportunities are only available in short-term bonds

• Opportunities exist regardless of the level

• Opportunities are limited to high levels

What strategy has the speaker employed regarding US Treasurys?

• Selling all Treasury holdings

• Adding inflation-protected securities

• Investing in short-term bonds

• Focusing on foreign bonds

What is one reason the speaker is interested in inflation-protected securities?

• They are unaffected by interest rate changes

• They are related to mortgage hedging activities

• They offer higher returns than regular bonds

• They are less risky than stocks