Midterms, M(ai)yhem, & MidCaps: UBS' Top Trades For 2026

Following on from UBS head of macro equity strategy, Aaron Nordvik's, look ahead at key considerations into 2026, where he expects a rocky path higher punctuated by more dips than usual, we discuss below two of the most important factors he believes influenced this year’s performance and should remain top of mind in 2026.