UBS upgrades global equities outlook citing AI momentum
UBS Global Wealth Management shifted its global equities stance from “neutral” to “attractive,” driven by confidence in AI investment and productivity gains. It also raised its 2025 S&P 500 target from 6,600 to 6,900. The firm cited structural tailwinds in AI adoption, robust earnings, and favorable policy support. UBS says downside risks include valuation stretch and inflation surprises. The upgrade aims to align investment allocation toward tech and high-growth sectors while guarding against macro volatility.
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1 day ago
UBS upgrades global equities outlook citing AI momentum
UBS Global Wealth Management shifted its global equities stance from “neutral” to “attractive,” driven by confidence in AI investment and productivity gains. It also raised its 2025 S&P 500 target from 6,600 to 6,900. The firm cited structural tailwinds in AI adoption, robust earnings, and favorable policy support. UBS says downside risks include valuation stretch and inflation surprises. The upgrade aims to align investment allocation toward tech and high-growth sectors while guarding against macro volatility.
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UBS upgrades global equities outlook citing AI momentum
2 days ago
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UBS upgrades global equities view to “attractive,” raising S&P 500 target on AI optimism.
UBS Global Wealth Management shifted its global equities stance from “neutral” to “attractive,” driven by confidence in AI investment and productivity gains. It also raised its 2025 S&P 500 target from 6,600 to 6,900. The firm cited structural tailwinds in AI adoption, robust earnings, and favorable policy support. UBS says downside risks include valuation stretch and inflation surprises. The upgrade aims to align investment allocation toward tech and high-growth sectors while guarding against macro volatility.
UBS Global Wealth Management shifted its global equities stance from “neutral” to “attractive,” driven by confidence in AI investment and productivity gains. It also raised its 2025 S&P 500 target from 6,600 to 6,900. The firm cited structural tailwinds in AI adoption, robust earnings, and favorable policy support. UBS says downside risks include valuation stretch and inflation surprises. The upgrade aims to align investment allocation toward tech and high-growth sectors while guarding against macro volatility.