On December 10, 2025, the UBS Wealth Management and Investment Director's Office mentioned in the “2026 Annual Outlook” report that a favorable economic environment will support stocks, and global stocks are expected to have an upward margin of about 15% by the end of 2026. America's steady economic growth and loose fiscal and monetary policies benefit the technology, utilities, healthcare, and banking sectors. US, Chinese, Japanese, and European stock markets are expected to rise. Among them, AI and technology will continue to be important drivers of the rise in global stocks. Strong capital expenditure and rapid adoption will provide further support in 2026, but investors should also keep an eye out for bubble risks. In diversified stock portfolios, it is recommended that up to 30% of positions be allocated to structural trends such as AI, the longevity economy, and electricity and resources. UBS also placed special emphasis on China's technology sector as one of the world's most important opportunities. Abundant liquidity, retail capital inflows, and corporate profit growth of up to 37% in 2026 will support the momentum of Chinese stocks. Investors seeking diversification can also seize this growth theme by deploying Asian stock markets or emerging markets.

On December 10, 2025, the UBS Wealth Management and Investment Director's Office mentioned in the “2026 Annual Outlook” report that a favorable economic environment will support stocks, and global stocks are expected to have an upward margin of about 15% by the end of 2026. America's steady economic growth and loose fiscal and monetary policies benefit the technology, utilities, healthcare, and banking sectors. US, Chinese, Japanese, and European stock markets are expected to rise. Among them, AI and technology will continue to be important drivers of the rise in global stocks. Strong capital expenditure and rapid adoption will provide further support in 2026, but investors should also keep an eye out for bubble risks. In diversified stock portfolios, it is recommended that up to 30% of positions be allocated to structural trends such as AI, the longevity economy, and electricity and resources. UBS also placed special emphasis on China's technology sector as one of the world's most important opportunities. Abundant liquidity, retail capital inflows, and corporate profit growth of up to 37% in 2026 will support the momentum of Chinese stocks. Investors seeking diversification can also seize this growth theme by deploying Asian stock markets or emerging markets.