UBS Says Tech Stocks Remain Structurally Sound

The video discusses market trends and expectations for 2022, focusing on liquidity, growth, and market stability. It predicts a market peak in Q2, followed by a gentle correction. The discussion highlights the shift from value and cyclicals to quality and defensives in the second half of the year. The tech sector is analyzed, emphasizing its resilience due to strong free cash flow and earnings, even as interest rates fluctuate.

What are the potential shifts in market themes expected in the second half of the year?

How does the performance of tech stocks relate to changes in interest rates according to the speaker?