UBS Global Wealth Management anticipates a positive outlook for US equities in 2025, driven by resilient growth and lower interest rates, with a focus on tech, utilities, and financial sectors. The firm also sees opportunities in AI-linked semiconductors and emphasizes the potential of diversified exposure to Asia, particularly India and Indonesia, amid geopolitical tensions. Additionally, UBS GWM projects the S&P 500 could reach 6,600 by year-end 2025, while gold is expected to hit new highs due to ongoing economic uncertainties.
UBS forecasts the S&P to hit 6,600 points by the end of 2025, with Mark Andersen highlighting concerns over inflation expectations amid the potential re-election of Donald Trump. He anticipates strong performance in the technology, financial, and energy sectors as equity growth evolves in response to the election outcome.
Mark Andersen, co-head of global asset allocation at UBS, highlights concerns over inflation expectations amid the potential re-election of Donald Trump as US president. He anticipates that the tech, financial, and energy sectors are likely to perform well in the evolving market landscape.
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