Top of the Morning: US Information Technology - 2025 outlook & themes
UBS On-Air: Market Moves · Podcast owner
December 13, 202414m 2s
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Show Notes
Our series of year-ahead conversations continue with a look at performance expectations and themes in focus (including Artificial Intelligence) for the US Information Technology sector in 2025. We also spend time reviewing sub-sector preferences, along with reflect on sector performance over the past year. Featured is Kevin Dennean, Technology & Telecom Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy