technology

UBS Strategist Gerry Fowler Sees Value in Certain Nasdaq Segments

14 Ağustos 2026Bllomberg

Gerry Fowler, chief European equity strategist at UBS, believes that parts of the Nasdaq are currently undervalued, describing them as 'outright cheap.' He suggests that the recent phase of de-risking in the market is coming to an end, indicating a potential shift in investor sentiment. As investors return from vaca…
The technology sector has faced volatility in recent months, with many investors pulling back due to economic uncertainties. However, Fowler's insights may signal a turning point where investors feel more secure about re-engaging with tech stocks, especially as market conditions stabilize.
Fowler's assessment reflects a broader optimism in the market, particularly regarding technology investments. His assertion that we are in an 'unprecedented growth era' suggests that he sees significant potential for recovery and growth in the tech sector.

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