Equities

Despite warning signals from the U.S. bond market and rising yields, HSBC maintains a Maximum Overweight recommendation on equities, favoring technology stocks and gold.

A review of US-exposed mutual funds in Israel reveals that over three years, almost none beat the S&P 500, echoing global data showing high active fund underperformance.

A new research report by UBS bank presents the sectors that will show an abnormal growth of about 25% in profits, and explains which stocks should be examined right now despite the fear of escalation and global inflation.

The Swiss bank Julius Baer estimates that the exclusive dominance of tech giants is nearing its end, and points to new opportunities in Europe and Asia towards the end of 2026.