Narrow Market Rally Can Broaden Out in Second Half, UBS’s Haefele Says

The video discusses the recent narrow market rally and its potential to expand, driven by investor sentiment and fiscal stimulus. It highlights the lack of alternatives to equities and suggests exploring global and UK equities for better value and cyclical leverage as the economy improves.

What is the significance of a high consumer savings rate in the context of the market rally?

Why are UK equities considered a better value according to the text?