UBS's Issel Likes High-Quality Bonds, Neutral on Tech

The video discusses investment strategies in an inflation-focused environment, highlighting high-quality bonds as a stable option due to potential double-digit returns. It examines the impact of energy prices on the economy, noting their dampening effect. The tech sector is analyzed with a neutral stance, emphasizing AI as a key growth area.

In what way do rising energy prices impact the economy according to the discussion?

What is the current stance on the tech sector and what factors influence this view?