Here's your summary from UBS's Haefele Says AI-Fueled Trend to Continue 'For Some Time' (https://www.youtube.com/watch?v=6a89o_FWeqY) on the Bloomberg Television channel:
**TLDR:** UBS's Haefele discusses the continued growth of AI in the market and predicts gains in tech, commodities, and infrastructure.
1. Positive trends seen in equity allocation, with a focus on AI and CapEx exposure.
2. Expectation of continued growth in AI revenue, particularly in India.
3. Predicted gains in tech, commodities, and infrastructure, with a focus on the UK market.
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