Financials, industrials and technology stand to perform as businesses ramp up spending in the coming months, UBS Chief Equity Strategist Jeremy Zirin said Thursday.
"For investors truly with a six- to 12- month time horizon, I think they should focus on the fundamentals, and ultimately the fundamentals for this market are "going to move higher," he said. "You look at the growth outlook, the policy outlook, valuation; we expect that economic growth picks up over the next six to 12 months."
On CNBC's "Fast Money," Zirin also said that economic growth would be modest and that equities remained relatively inexpensive.
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