Rotate into European electrification leaders (SPIE, Prysmian); UBS signals 23% Y – Open Positions
Rotate into European electrification leaders (SPIE, Prysmian); UBS signals 23% YTD sector gain and +10% earnings revisions. Favor cables and grid services, trim cyclicals; hedge duration risk. Rebalance to 12% positions. 🔋 — Viktor Kopylov, PhD, CFA.
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