The report highlights a sectoral rotation out of AI-heavy equities and into health care, driven by factors like obesity treatment expansion and favorable valuations. UBS maintains an 'Attractive' rating on the health care sector.
Key Takeaways
- 1.Recent market action suggests a rotation away from AI leaders into the health care sector.
- 2.Health care is viewed as an attractive sector for portfolio ballast and structural growth.
Table of Contents
- From the studio
- Thought of the day
- What to watch: 1 July
- Market update
- Appendix
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Authors
Ulrike Hoffmann-BurchardiMark HaefeleJon GordonEric PotokerDiana NaDaisy Tseng
Securities
S&P 500Philadelphia Semiconductor IndexWegovy
Themes
Artificial IntelligenceLongevity
Regions
GlobalAsia PacificEuropeUnited StatesJapanUK