UBS maintains a positive outlook for global equities, anticipating further gains driven by AI infrastructure spending and a potential broadening rally into cyclical sectors. The firm suggests that central bank policies, particularly regarding the Fed and ECB, remain unlikely to impede market momentum.
Key Takeaways
- 1.Global equities are expected to rise over the next six months driven by AI-related growth and a potential broadening of the rally into cyclical sectors.
- 2.Central bank policies, specifically from the Fed and ECB, are not expected to be aggressive hurdles to equity performance.
Table of Contents
- Stock outlook remains positive after a strong 2Q
- Caught our attention
- Market update
- Global asset class preferences definitions
- Appendix
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Authors
Min Lan TanMark HaefeleDaisy TsengDavid LefkowitzNadia Lovell
Securities
MSCI All Country World IndexPhiladelphia Semiconductor IndexNikkei 225
Themes
Artificial IntelligenceCorporate Governance
Regions
GlobalAsia PacificEuropeUnited StatesJapanAustralia