Investment ideas from UBS
Mark HaefeleOur latest investment insights to help you protect and grow your wealth.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 42 | Subscribers | Read | linkedin.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Monthly Investment Letter: The next stage
As we approach the end of the first quarter, equity markets are buoyant, and a strong US economy has diminished expectations for rate cuts. Despite geopolitical uncertainties, cross-asset volatility has remained low. Looking ahead to the se...
US outlook remains positive, despite speed bumps
Last week was not a good one for those arguing the US is headed for a “Goldilocks” period of falling inflation, strong growth, and swift rate cuts. Inflation data on the high side of expectations and soft retail sales raised the possibility...
Monthly Investment Letter: Four things no great portfolio can do without
In the popular imagination, a bull market brings a mixture of optimism, excitement, and exuberance. Yet a sense of unease can often override the glee. Those sitting on paper gains wonder whether it’s time to realize profit, and those holdin...
A milestone week for the S&P 500
The S&P 500 closed above 5,000 for the first time last Friday, at 5,027 points. The benchmark US index has risen 5.4% so far in 2024, after a 24.2% rally in 2023. It has doubled since the March 2020 pandemic low and has risen from 4,000 to ...
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