CurrenciesUS dollar rally is unlikely to be sustainedJune 28, 202459Since investors often view the US currency as a safe haven, it has also likely been benefiting from political uncertainty...
BankingRevising our potential scenarios for the Year AheadJanuary 8, 202476We believe successful investing from here will be about finding parts of the market that can deliver attractive returns across...
FundsDo hedge funds make portfolios more or less risky?January 5, 2024132Hedge funds can help smooth portfolio returns, add diversification, and grant access to parts of the market that are often...
FinanceUS tech gains set to continue on stronger AI growthJanuary 3, 2024128Many of these companies are integral players in the development and dissemination of artificial intelligence. Investors may naturally worry that...
FinanceCrude rally should gain momentum in 2024December 21, 202350Brent has now gained around 9% since hitting a six-month low only last week. Technical factors may also have helped...
FinanceFed policy remains key for markets in 2024December 19, 202373If anything, disinflation would have been faster had there been a recession, and the S&P wouldn’t be above 4,700 in...
Finance‘Twas the night before ChristmasDecember 19, 2023113‘Twas the night before Christmas and wow what a year,Stock markets advanced; disinflation now seems clear.Twelve months ago, things looked...
FinanceRoad to EVs | UBS United States of AmericaDecember 18, 202340While adoption should rise further, the investment opportunity requires more nuance. The pace of the transition will ultimately depend on...
FinanceHow should I position in tech?December 18, 202384CIO also thinks the recent rebound in tech shares has further space to run, and upgraded US IT to most...
FinanceDiversification vital as inflation falls in 2024December 18, 2023132Meanwhile, a rally in government bonds pushed the yield on the 10-year US Treasury down around 33 basis points over...