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Think inflation is about to pop? UBS has 15 U.S. stock picks for you

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UBS analysts have picked a slew of stocks in the U.S. and beyond that they think will outperform as inflation picks up pace.

It comes as rising inflation expectations spark jitters across equity markets. U.S. consumer prices rose 0.3% in January and 0.4% in February, while stimulus checks and pent-up demand are seen boosting inflation further as economies start to recover from the coronavirus pandemic.

More than two dozen UBS analysts, led by Bhanu Baweja, compiled a list of their 15 favored U.S. stocks for an inflationary environment, and a bunch of international picks. Here’s the list of stocks, which are all buy rated by the analysts:

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