Rimanere fedeli alle small-cap stocks nonostante la loro volatilità

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Nel daily comment di oggi, Mark Haefele, Chief Investment Officer, UBS Global Wealth Management, segnala che l‘indice di riferimento delle small-cap stocks statunitensi ha registrato martedì il maggior calo giornaliero da circa 20 mesi a questa parte, a causa dei dati più preoccupanti sull’inflazione negli Stati Uniti.

Il giorno successivo, un commento più dovish della Fed ha portato invece a una netta ripresa. Tuttavia, si prospetta un margine di sovraperformance sia nello scenario di base di atterraggio morbido, sia in uno scenario Goldilocks.

🔥 DA NON PERDERE ▷  Anteprima Fed & BCE – Ottobre 2025

Mark Haefele Avatar

Mark Haefele

lobal Chief Investment Officer GWM
UBS AG

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