Equities, Video The great broadening in equities

The outlook for US equities remains favorable, but the UBS Chief Investment Office (CIO) also expects the rally to broaden, as historical innovation cycles show a performance handover from the enablers of a new technology to those that are able to generate revenue from it. Watch this short video as Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities, explains the broadening rally in global equities.

by UBS Editorial Team 10 Feb 2026

The CIO investment view is to diversify concentrated positions. This perspective is shaped by three forces:

  1. Fiscal expansion in the four largest economies is supporting a global economic rebound
  2. A full spectrum of companies are using AI to drive productivity and create new business models
  3. The upcoming midterm elections will likely bring more policy support for people with low and middle incomes

Now is the time to capture broader investment opportunities in your portfolio.

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