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Investment ideas from UBS

Mark Haefele

Our latest investment insights to help you protect and grow your wealth.

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Building resilient portfolios as red sweep reshapes markets

The Republican Party held onto their narrow majority in the US House of Representatives, giving President-elect Donald Trump and his party unified control of the elected branches of the US government. According to the Associated Press, Repu...

a month ago
121
2

Big tech earnings underscore robust AI growth

Market reaction to the US third-quarter tech reporting season has been mixed despite an overall beat in results. The Nasdaq was down 1.5% last week, ending seven consecutive weeks of gains. Higher tech valuations, uncertainty over the US pr...

2 months ago
103
4

Monthly Investment Letter: Get ready

Looking toward the fourth quarter, investors need to get ready. The Federal Reserve has begun to reduce interest rates. The US election race is close. And amid uncertainty about the path for economic growth, market volatility appears likely...

3 months ago
180
8

Monthly Investment Letter: Catching up

Investors returning from summer vacations might not notice much change in financial markets over the past month. Compared to when I wrote my last Monthly Letter, global equity markets are roughly unchanged, 10-year US Treasury yields are do...

4 months ago
211
9

Authors

The writers behind this newsletter.

  • Mark Haefele
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