Be Positioned for Upside in U.S. Equities: UBS’s Jacobsen

The video discusses the resilience of the equity market amid rising interest rates and the role of the Federal Reserve in providing reassurance. It highlights the importance of strategic investment allocation, emphasizing growth opportunities in equities over fixed income. The discussion also covers cyclical rotation, with a focus on smaller and mid-cap stocks, and the need to balance technology investments with cyclicals like industrials and financials. The video suggests rebalancing portfolios to capture broader market opportunities.

What factors contribute to the resilience of the equity market according to the text?

How does the speaker suggest clients should position themselves in the current market?

What is the significance of the cyclical rotation mentioned in the text?

What sectors are expected to perform well going forward according to the speaker?

How should investors approach their technology sector exposure in light of the current market conditions?