AI Story is Now About Cash Flows: Hoffmann-Burchardi

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UBS Global Wealth Management's CIO Ulrike Hoffmann-Burchardi is optimistic about the macro environment for stocks in 2026, citing support for AI technology investments.

Market Impact

Market impact analysis based on bullish sentiment with 71% confidence.

Sentiment
Bullish
AI Confidence
71%

Article Context

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Ulrike Hoffmann-Burchardi, CIO of Global Equities at UBS Global Wealth Management, says the macro environment is supportive for stocks heading into 2026. She also says investors should expand their investment universe to capitalize on AI technology. She speaks to Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern on 'Surveillance.' (Source: Bloomberg)

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Original article published by Bloomberg on November 21, 2025.
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