We Are Risk-On for Markets in Short-Term, Says UBS’s Zuercher

The video discusses recent market trends, highlighting a shift towards increased risk in December due to supportive central bank policies. It emphasizes strategic asset allocation changes, particularly increasing equity allocation over the next 5 to 7 years due to low yields. The focus then shifts to emerging markets, noting their attractive valuation and strong earnings growth compared to the US and Europe. The video concludes with the impact of macro momentum and monetary policy on the US dollar and emerging market assets.

What factors contributed to the increased risk positioning in December?

How do central banks' actions influence market support according to the text?

Discuss the strategic asset allocation shift mentioned in the text.

What are the implications of low yields on investment strategies?

What is the expected earnings growth for emerging markets compared to the US?