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 | 53 | Subscribers | Read | linkedin.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Monthly Investment Letter: Prepare for Trump 2.0
Since Donald Trump won the US presidential election and the Republicans gained control of Congress, long-end government bond yields have increased, the dollar has strengthened, and equity markets have become more volatile. The challenge for...
Charting 2025 after robust returns in 2024
Markets ended the year in a more cautious mood, as investors scaled back expectations for the Federal Reserve's pace of rate cuts after a hawkish December policy meeting. The MSCI All Country World and the S&P 500 lost 1.6% and 2.4%, respec...
Monthly Investment Letter: What we will be watching over the holidays
In our Year Ahead outlook, we detailed how we believe investors should prepare for 2025, including positioning for lower interest rates and for more upside in US stocks and in gold, and selling the US dollar on further strength.
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...
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