Episode
House View Daily | Why we believe equities can still move higher
- Podcast
- UBS On-Air: House View
- Published
- Jun 19, 2026
- Processing state
not_requested- Canonical source
- https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House_View_Daily__19_June_2026.mp3
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Summary
The AI rally has been one of the defining features of markets in the first half of the year. While we think it can drive further gains, we also believe the rally will continue to broaden across the rest of the market. We think investors should stay invested, while keeping diversification at the center of portfolio construction