Stay up in quality on secular growth stories, says UBS' Nadia Lovell

Meanwhile, the S&P and NASDAQ hitting new highs yet again, helped today by those strong earnings from Microsoft and Meta. My next guest expects tech to remain a powerhouse. Joining me now is Nadia Levelvel.She is senior US equity strategist at UBS. Nadia, uh, we are getting closer to your upside scenario of 6,700 on the S&P. What would convince you that these levels have staying power.I think it has to be the continued um pickup in tech and we have conviction in that. Um we are more looking at things at a v ...