According to the UBS Global Wealth Management Chief Investment Office, artificial intelligence and broader technology topics will continue to be the main drivers of global stock market performance in 2026, continuing the strong trend in 2025. In the latest outlook, UBS believes that the macro environment is becoming more favorable, and global economic growth is expected to stabilize in the second half of next year. According to the bank's forecast, the US GDP growth rate is 1.7%, benefiting from a more relaxed financial environment and expansionary fiscal policies. The Eurozone growth rate is expected to be 1.1%, and the Asia-Pacific region is close to 5%. Although the market is still concerned about the overvaluation of large technology stocks and the risk of a potential bubble, UBS remains optimistic, believing that artificial intelligence, financial support, and monetary easing policies will continue to drive the market upward, even if long-term resistance such as population structure and de-globalization remains. The global stock market is expected to rise about 15% by the end of 2026. In the US market, UBS is optimistic about the technology, utilities, and healthcare sectors. In the European market, preference is given to industry, technology, and utilities. In the Asian market, China is particularly prominent, especially in the technology sector, where profit growth is expected to soar 37% in 2026.

According to the UBS Global Wealth Management Chief Investment Office, artificial intelligence and broader technology topics will continue to be the main drivers of global stock market performance in 2026, continuing the strong trend in 2025. In the latest outlook, UBS believes that the macro environment is becoming more favorable, and global economic growth is expected to stabilize in the second half of next year. According to the bank's forecast, the US GDP growth rate is 1.7%, benefiting from a more relaxed financial environment and expansionary fiscal policies. The Eurozone growth rate is expected to be 1.1%, and the Asia-Pacific region is close to 5%. Although the market is still concerned about the overvaluation of large technology stocks and the risk of a potential bubble, UBS remains optimistic, believing that artificial intelligence, financial support, and monetary easing policies will continue to drive the market upward, even if long-term resistance such as population structure and de-globalization remains. The global stock market is expected to rise about 15% by the end of 2026. In the US market, UBS is optimistic about the technology, utilities, and healthcare sectors. In the European market, preference is given to industry, technology, and utilities. In the Asian market, China is particularly prominent, especially in the technology sector, where profit growth is expected to soar 37% in 2026.