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UBS chief economist on riding the equity rally

The equity rally will continue over the next six months, says Daniel Kalt, UBS chief economist Switzerland and regional chief investment officer Switzerland.

His team is currently overweight global equity, with a special focus on US stocks, where the asset manager anticipates an increase in share buyback programmes.

In this video, Kalt also explains why he favours dividend-focused small-cap stocks and where price corrections in commercial real estate might come from over the medium term.

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