We've Added to Our Risk Assets, Says UBS' Haefele

The video discusses the current state of risk assets in the US and emerging markets, emphasizing the importance of diversification due to market decoupling. It highlights strong confidence in the US market while noting caution in Asia. The discussion also covers recent trends in the bond market and the selective interest in emerging market assets, particularly bonds.

What factors are contributing to the cautious view on Asia among some clients?

What strategies are suggested for protecting equity profits in the current market environment?

How does global diversification play a role in investment strategies according to the discussion?

What are the implications of the decoupling in different markets mentioned in the text?

What is the current sentiment towards emerging markets as discussed in the text?