Reflation Trade Is Not Over Yet: UBS’s Zuercher

The transcript discusses regional economic strategies, focusing on the US, Europe, and Japan, and their impact on equity markets. It highlights investment recommendations, emphasizing the reflation trade, energy, and financial sectors. The performance of small caps and CapEx trends are analyzed, with a focus on the US market. The global art market is also examined, noting the pandemic's impact, the rise of digital purchases, and China's growing influence.

Which region is most affected by the current economic strategies discussed in the video?

• Europe

• Japan

• United States

• Australia

What sector is considered the best hedge against higher inflation according to the video?

• Healthcare

• Consumer Goods

• Technology

• Financials

What is the expected benefit of increased CapEx spending in the US?

• Decrease in inflation

• Stability in tech stocks

• Decline in energy stocks

• Growth in small caps

How did the pandemic affect the global art market revenues last year?

• Increased by 22%

• Decreased by 22%

• Increased by 50%

• Remained stable

Which country has become the second-largest art market, surpassing the UK?

• France

• India

• Germany

• China