Derived from Bpaynews, UBS Global Wealth Management’s Chief Investment Office forecasts a 15% increase in global equities by the end of 2026, driven by artificial intelligence and broader technology themes. The bank attributes this to monetary easing, improved financial conditions, and sustained fiscal support. U.S. GDP is projected at 1.7%, Eurozone at 1.1%, and Asia-Pacific near 5%. UBS also highlights AI-driven earnings upgrades and a barbell strategy favoring innovation and defensives. In Asia, China’s tech sector is expected to see a 37% earnings surge in 2026.
UBS Predicts 15% Global Stock Rise by 2026, Led by AI and Tech
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