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Join David Lefkowitz, Head of Equities Americas, each month for a look at the factors that are driving performance across US equities. We also cover risk considerations, thematic focuses, and positioning recommendations from the UBS Chief Investment Office (as outlined within the latest UBS House View). This month, David outlines the factors behind CIO’s S&P 500 price target increases, why the rollout of AI remains a key positive for the market, the implications of rising longer-term interest rates, risk factors such as inflation and the over-building of data centers, and more. Host: Daniel Cassidy
