UBP says Swiss equities cut portfolio volatility as market leadership rotates

• Union Bancaire Privée flagged Swiss equities as a resilience play in 2026 markets marked by narrow, fast-rotating leadership.
• Low correlation versus US and global indices, driven by different sector mix, has historically reduced portfolio volatility with limited return trade-off.
• UBP highlighted broader Swiss exposure to structural growth themes such as AI infrastructure, beyond large-cap tech concentration.
• Small- and mid-cap Swiss stocks were cited as under-researched, increasing the value of fundamental, active stock selection.
• Swiss franc strength was framed as a long-term support for non-Swiss investors by limiting currency-drag risk.

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