UBS Global Wealth Management anticipates a 15% rise in global equities by the end of 2026, fueled by advancements in artificial intelligence and technology. The forecast is supported by expectations of monetary easing, improved financial conditions, and ongoing fiscal support.
The bank projects U.S. GDP growth at 1.7%, Eurozone at 1.1%, and Asia-Pacific near 5%. UBS also notes potential AI-driven earnings upgrades and suggests a barbell investment strategy focusing on innovation and defensive sectors. In Asia, China's tech sector is predicted to experience a 37% earnings increase by 2026.
UBS Forecasts 15% Global Stock Increase by 2026, Driven by AI and Tech
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