CERN - UBS taps 30 stocks for 2030 in disruptor sectors: Alpha Tactics

UBS highlights its picks in its four next-big-thing sectors: Greentech, 5G+, Fintech and Healthtech. "While this is a longer-term focus, we see attractive investment opportunities in the short to medium term whereby companies benefit from significant fiscal spending following the pandemic as well as new technological innovations," the team of equity and thematic analysts writes in a note. In Greentech, where UBS expects governments to act sooner on carbon neutral plans: Enel (OTCPK:ENLAY) "While the majority of its current renewable capacity/production stems from hydro, wind and solar will be the growth drivers." Risks are exposure to currency, commodity and interest rates. Linde (NYSE:LIN) UBS would "expect the consolidation in the sector to have the benefit of improving industry pricing. The downside risks to our view are lower earnings growth and reduced synergies from issues with the integration of Linde and Praxair." Siemens (OTCPK:SIEGY) The company is "at the forefront of the

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UBS taps 30 stocks for 2030 in disruptor sectors: Alpha Tactics