UBS likes US stocks and bonds as Trump’s pro-business policies float all boats

Quick Summary:

Fund manager Goldberger likes Magnificent Seven’ tech stocks, bullish on Treasuries and credits on rate-cut prospects.

Nicole Goldberger, head of global portfolio management at UBS Asset Management.“When we look back over the last two years, the majority of the returns have been dominated by the ‘Magnificent Seven’,” she said.

All of these powerful tailwinds support our bullish stance.

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Article Details

Author / Journalist: Leopold Chen

Category: Business

Markets: Hong Kong

Topics: Global Management Bullish Nicole Earnings Asset Head Support Goldberger Portfolio Equity

Source Website Secure: Yes (HTTPS)

News Sentiment: Neutral

Fact Checked: Legitimate

Article Type: News Report

Published On: 2025-02-10 @ 07:30:18 (1 days ago)

News Timezone: GMT +8:00

News Source URL: scmp.com

Language: English

Article Length: 218 words

Reading Time: 2 minutes read

Sentences: 7 lines

Sentence Length: 32 words per sentence (average)

Platforms: Desktop Web, Mobile Web, iOS App, Android App

Copyright Owner: © SCMP

News ID: 26008491

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