Top of the Morning: Eurozone equities - Positioning and outlook
UBS On-Air: Market Moves · Podcast owner
December 15, 202514m 28s
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Show Notes
We turn focus to Eurozone equities and highlight positioning considerations heading into 2026, along with risks and headwinds investors should be mindful of. Plus, thoughts on valuations and a look at CIO’s recent upgrade of Eurozone equities. Featured is Matt Gilman, Head, CIO Europe Equity Strategy, UBS Chief Investment Office. Host: Daniel Cassidy