
House Call: Talking Equity Markets with UBS Asset Management
UBS On-Air: Market Moves
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Transitioning from Resilience Spending to Made in America: Infrastructure, Energy, and Technology
This chapter discusses the shift towards a 'made in America' theme, focusing on infrastructure, energy security, and technology leadership. It highlights the impact of recent legislation on government spending plans and the opportunities it presents for companies involved in infrastructure, energy efficiency, reshoring initiatives, automation providers, and technology leadership.
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