UBS – Global Equity Strategy, 2026 Outlook Part 2: Style, Themes & Sectors
Summary
This report outlines UBS's equity strategy and outlook for 2026, focusing on investment styles, thematic trends, and sector preferences.
Key themes include selective overweight in the Tech+ sector, opportunities from Generative AI, early-stage electrification investments, positive prospects for European consumer sectors, and continued overweight in banking sectors in Europe and Japan. The report also recommends defensive stocks with low valuations and highlights preferences for gold mining equipment companies over gold stocks. Style factors favored include low PEG ratio, low leverage, and earnings revisions.
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