UBS see broadening of equity market rally on Fed cuts, robust growth, falling inflation

  • And highlight the importance of tech stocks

I posted earlier on:

Analysts at UBS Wealth Management are also liking stocks:

  • “While we see merit in rebalancing portfolios, we believe that retaining strategic exposure to US large-cap technology is important, and the rise in tech stocks could go further still.”
  • “Beyond technology, we think investors should also prepare for a potential broadening of the equity market rally, which could materialize with a combination of Fed interest rate cuts, still robust growth, and falling inflation."
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