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 | 57 | Subscribers | Read | linkedin.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Monthly Investment Letter: Five things to watch in the second half
Entering the second half of 2025, investors find themselves at a crossroads between recent market volatility and the emergence of potentially stabilizing trends. In the first half, investors contended with shifting policy, swings in sentime...
Staying attentive to market risks, but open-minded to investment opportunities
The US and China are opening a second round of trade talks in London on 9 June, after US President Trump and China's President Xi spoke over the phone last week. Trump said after the call that the US is “in very good shape with China and th...
Monthly Investment Letter: Tariff-ying or tariff-ic?
From an investment perspective, 2025 has either felt “tariff-ying” or “tariff-ic,” depending on your regional focus.
Buying the dip in US stocks
The S&P 500 rose 0.5% last week—its first positive performance in five weeks —and is now 2.6% above its 13 March low. Sentiment improved on Friday after US President Donald Trump suggested there would be “some flexibility” in his planned re...
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