Macro Finance
Nadia Lovell: Equities Must Earn the Next Leg Up
Bloomberg Markets·October 2, 2026·1 min read
UBS's Nadia Lovell says equities must earn the next leg up as markets enter a new investment cycle. She remains bullish but notes that after years of buybacks and low capital spending, the shift now extends beyond AI to power, supply chains, and defense. If these investments boost productivity, they could support healthier market gains over the longer term.
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