Top of the Morning: ‘Select semis’ - Tactical US Equity Theme
UBS On-Air: Market Moves - En podcast av Client Strategy Office
Kevin Dennean joins us in-studio to explain the opportunity set behind the new Tactical US Equity Theme, ‘Select semis’, from the UBS Chief Investment Office. We also cover the cyclicality of semiconductor revenue growth, industry risks, current demand trends, and more. Featured is Kevin Dennean, Technology and Communications Services Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy
