UBS lifts global equities view to 'attractive' on AI boost
Published by Global Banking and Finance Review
Posted on October 17, 2025
Global Banking and Finance Review is an online platform offering news, analysis, and opinion on the latest trends, developments, and innovations in the banking and finance industry worldwide. The platform covers a diverse range of topics, including banking, insurance, investment, wealth management, fintech, and regulatory issues. The website publishes news, press releases, opinion and advertorials on various financial organizations, products and services which are commissioned from various Companies, Organizations, PR agencies, Bloggers etc. These commissioned articles are commercial in nature. This is not to be considered as financial advice and should be considered only for information purposes. It does not reflect the views or opinion of our website and is not to be considered an endorsement or a recommendation. We cannot guarantee the accuracy or applicability of any information provided with respect to your individual or personal circumstances. Please seek Professional advice from a qualified professional before making any financial decisions. We link to various third-party websites, affiliate sales networks, and to our advertising partners websites. When you view or click on certain links available on our articles, our partners may compensate us for displaying the content to you or make a purchase or fill a form. This will not incur any additional charges to you. To make things simpler for you to identity or distinguish advertised or sponsored articles or links, you may consider all articles or links hosted on our site as a commercial article placement. We will not be responsible for any loss you may suffer as a result of any omission or inaccuracy on the website.
Published by Global Banking and Finance Review
Posted on October 17, 2025
By Joel Jose
(Reuters) -UBS Global Wealth Management upgraded its stance on global equities to "attractive", citing expected productivity gains from AI spending and a supportive policy backdrop."Structural trends remain firmly in place. The wave of strategic partnerships among leading AI players reinforces our confidence in a sustained capex cycle and greater revenue visibility", UBS said in a note on Thursday.The AI boom has spurred a wave of high-profile deals involving Big Tech and Silicon Valley startups in recent weeks.Global equities have climbed to record highs, driven by optimism that the U.S. Federal Reserve began cutting interest rates early enough to avoid a recession.
The MSCI World Index, which is dominated by U.S. stocks, has risen about 15.5% from its April lows, rebounding after a selloff sparked by recession fears following President Donald Trump's 'Liberation Day' tariffs.The brokerage also raised U.S. equities to "attractive" from "neutral", adding that the rally still has room to run.The U.S. stock market's bull run reached its three-year mark recently, powered by AI enthusiasm and, more recently, expectations of interest rate cuts. However, investor worries over high valuations and bubble risks have grown.Separately, UBS lifted its 2025 year-end target for the U.S. benchmark S&P 500 index to 6,900 from 6,600, aligning with a string of upward revisions from peers, citing resilient corporate earnings and a more dovish Fed.
The current target implies about a 4% upside to the index's last close of 6629.07 points.
(Reporting by Joel Jose in Bengaluru; Editing by Tasim Zahid)