UBS Says Companies That Have Pricing Power Will Do Well

The video discusses the current economic landscape, focusing on inflation, supply chain issues, and their impact on consumer confidence. It highlights the potential for growth in various sectors, including financials and technology, while emphasizing the importance of balancing risk in investment portfolios. Despite challenges, the outlook for corporate earnings and the equity market remains positive.

What is the expected impact of resolving global supply chain issues on consumer confidence?

• It will have no impact on consumer confidence.

• It will decrease consumer confidence.

• It will increase consumer confidence.

• It will lead to a recession.

Which sectors are expected to perform well with rising interest rates?

• Healthcare

• Consumer staples

• Technology

• Financials and mid caps

What is the expected growth rate for corporate earnings next year?

• High single digits

• No growth

• Negative growth

• High double digits

What percentage of the S&P 500 is made up by the tech sector?

• 75%

• 15%

• 28%

• 50%

What is the key consideration for clients when balancing risk in their portfolios?

• Ignoring cyclicals

• Focusing only on technology

• Balancing risk with cyclicals like financials and energy

• Investing solely in consumer staples