UBS managing director and senior portfolio manager Jason Katz joins ‘Varney & Co.’ to give his outlook on the markets in the second half of the year.
UBS managing director and senior portfolio manager Jason Katz, outlines a ‘Goldilocks’ scenario for the market, citing robust employment data and subdued energy costs as key drivers. He explains how corporate earnings, boosted by advancements in artificial intelligence, are propelling stock valuations. Katz advises investors to consider rotating into financials due to their attractive valuations and strong net interest margins.
