Here are some of the major themes to watch out for in Q3, according to UBS
Investing.com -- The first half of 2024 was marked by an artificial intelligence-driven jump in stock markets, volatility in bond yields, and political uncertainty, according to analysts at UBS.
Despite the uncertainty, the analysts said the AI segment"currently offers the best mix of attractive and visible earnings growth profiles, strong competitive positioning, and a reinvestment runway." As a result, they are particularly bullish on semiconductor firms. They projected that gold prices will rise to $2,600 per ounce by the end of the year and $2,700 an ounce by mid-2025.Elsewhere, they said there is now an"attractive entry point" for investors looking to move into fixed income from cash prior to an expected decline in yields stemming from the Fed's anticipated rate cuts.
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