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UBS reveals top 2H16 themes

In UBS’ latest note, the Swiss giant reveals its top plays for the second half of the year. Equities: Risk-reward deteriorates but still upside for DM US over Europe; FTSE100 over FTSE250; positive on dividend stocks UBS still sees an upside for developed market (DM) equities in the second half, arguing that that “extreme risk aversion and the prospect for even…

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