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Rebuilding diversification: China, Asia and the next opportunity set

After three strong years for diversified portfolios, investors are reassessing what ‘balanced’ means in 2026: US leadership resilience, China’s shift from valuation to fundamentals, and geopolitics reshaping currency layers.

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UBS Asset Management

Rebuilding diversification: China, Asia and the next opportunity set

This is premium content

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UBS Asset Management

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