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News

  • UBS: The bright side of Brexit?

    26.08.2016 | 10:44

    UBS: The bright side of Brexit?

    What was initially reported as armed robbery turns out to be a misunderstood negotiation. No, I am not talking about what occurred in Brazil with four US Olympic swimmers. I am talking about Brexit.

  • UBS: Are earnings turning in Europe?

    19.08.2016 | 10:28

    UBS: Are earnings turning in Europe?

    In a recent Deeper dive on US second-quarter earnings (4 August), we wrote “Less worse is a good start.” The same could be said for Eurozone earnings.

  • UBS: Global Perspectives - Multi Asset

    18.08.2016 | 10:24

    UBS: Global Perspectives - Multi Asset

    Global equity markets continued to grind higher in July, shrugging off post UK Referendum concerns. Equities were boosted by expectations for a looser monetary policy backdrop and additional stimulus by developed world central banks. Away from developed world geopolitical risks, emerging market equities were among the best performing.

  • UBS: Trading oil? Beware of slicks!

    12.08.2016 | 08:52

    UBS: Trading oil? Beware of slicks!

    Our recommendation this year has been to avoid direct long positions in crude oil and instead focus on energy equities. Why? Holding direct long exposure to crude oil is not attractive when adjusted for price swings.

  • UBS: What we have learned from the 2Q earnings season

    05.08.2016 | 10:25

    UBS: What we have learned from the 2Q earnings season

    The economic recession associated with the great financial crisis ended in June 2009. Since then, trailing 12-month S&P 500 operating earnings per share (EPS) have more than doubled.

  • UBS: Sustainable improvement in emerging market fundamentals

    04.08.2016 | 13:15

    UBS: Sustainable improvement in emerging market fundamentals

    Amidst the broad rally in risk assets, one of the most noticeable developments has been the shift in attitude towards emerging markets with recent mutual fund flows into emerging markets equity and debt among the strongest on record.

  • UBS: Five investment lessons from Brexit

    22.07.2016 | 08:52

    UBS: Five investment lessons from Brexit

    Although opinion is divided on the significance of Brexit, we believe there are key insights that investors can glean from the UK referendum.

  • UBS: Should we worry about the yuan?

    15.07.2016 | 11:44

    UBS: Should we worry about the yuan?

    The yuan’s slide this year has not concerned global financial markets, in stark contrast to last summer, when a sudden CNY devaluation triggered a sell-off. Should investors still worry about the yuan and its spillover effect on global financial markets?

  • UBS: Special Washington Update

    14.07.2016 | 11:25

    UBS: Special Washington Update

    Over the past few weeks, considerable attention has been given to the potential running mates for Clinton and Trump. This is interesting speculation, but these selections likely will not affect who wins in November.

  • UBS: Deeper underground

    08.07.2016 | 10:10

    UBS: Deeper underground

    In 1998, the British band Jamiroquai released the number one song “Deeper Underground.” Eighteen years on, “Deeper Underground” is a number one description for how global high grade bond yields have reacted to the UK referendum result.

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