Finanzwissen

Market Commentary Art Cashin - On the markets (4/25)

Each week, Art Cashin, the Director of Floor Operations at the NYSE for UBS, discusses the latest news and events impacting the mehr markets. This week: A checkup on Q1 earnings results, the drivers behind a run-up in oil prices, an update on trade-related developments, a recap of economic indicators and what to expect in the week ahead.

  • US Equities Everything you wanted to know about video games

    The video game industry has seen explosive growth over the past few years driven by favorable demographics, a growing addressable market, improving product quality, and faster internet speeds. mehr

    • von UBS Editorial Team
    • 25. Apr 2019
  • Medical devices Medical devices address challenges of aging

    Globally, people are living longer and having fewer children, leading to a growing elderly population and a smaller youth population. These demographics present challenges, some of which are being met by medical devices, according to the Chief Investment Office (CIO). Medical Devices is a CIO longer term investment theme. mehr

    • von UBS Editorial Team
    • 25. Apr 2019
  • Sustainable investing Why sustainable investing is the future

    We find life in virtually every pocket of the Earth. Even where there are extremes in temperature, acidity, pressure, salinity, or radiation, there are organisms that have adapted to these conditions in order to take advantage of otherwise-untapped resources. Life just...finds a way. mehr

    • von UBS Editorial Team
    • 25. Apr 2019
  • Future trends The drones are coming

    Wing, the Alphabet-owned startup, has become the first drone delivery company to gain the Federal Aviation Administration’s approval to make commercial deliveries in the US. mehr

    • von UBS Editorial Team
    • 24. Apr 2019
  • House View Weekly Yield or shield?

    When investors buy US Treasuries as part of a diversified portfolio, they should ask, "Am I buying the asset for yield, or for shield?" An old rule of thumb within fixed income is that investors should use the short-term Treasuries for carry (yield) and the longer-duration Treasuries for total return (shield). mehr

    • von UBS Editorial Team
    • 24. Apr 2019
  • Retirement What can home equity do for you?

    The hesitation to tap home equity can largely be explained by behavioral impediments such as debt aversion. In our view, home equity should be considered a key resource, playing a significant role in meeting financial goals, and an important variable when deciding whether to "age in place," downsize, or rent in retirement. mehr

    • von UBS Editorial Team
    • 24. Apr 2019
  • Retirement planning There are no cheat codes for retirement.

    I recently wrote a blog that looked at the outcomes from various portfolios when saving for retirement. The conclusion was pretty clear: When viewed across a 30-year period of saving and accumulation, investors holding an all-equity portfolio will generally accumulate more assets, except in the worst 5% of outcomes. mehr

    • von UBS Editorial Team
    • 23. Apr 2019
  • Markets US comfortably in late cycle

    Equity bull markets rarely end in the absence of a recession occurring. We track key attributes of the business cycle to gauge how the expansion is evolving and risks of a recession. We think the US business cycle has transitioned to the late stage. The good news is that the economy can be late cycle for a long time. mehr

    • von UBS Editorial Team
    • 23. Apr 2019
  • Oil US ends sanction waivers on Iranian oil

    The US administration has decided not to reissue waivers to the buyers of Iranian oil. The current set of exemptions, issued to China, India, Japan, South Korea, Italy, Greece, Turkey and Taiwan in November 2018, will expire on May 1. mehr

    • von UBS Editorial Team
    • 22. Apr 2019
  • Investment Strategy Guide End or extend?

    After 10 years, economists might say the current business cycle looks old. But if the Federal Reserve is “done” hiking rates, are they seeing it all wrong? If growth continues while inflation stays contained the business cycle may be younger than it looks. mehr

    • von UBS Editorial Team
    • 22. Apr 2019
  • UBS House View - Daily US Time off? Time to reflect.

    For global investors, time off from markets can be a good opportunity to take stock of one’s portfolio. Looking back, the risk-on stance we recommended heading into 2019 has paid off, with global equities up around 15% in local currency terms. mehr

    • von UBS Editorial Team
    • 22. Apr 2019
  • Earnings Earnings season week 1: Pretty good

    The first-quarter earnings season has gotten off to a good start. With about 20% of the market cap of the S&P 500 in the books, 80% of companies are beating profit estimates. Sales results are in line with expectations. mehr

    • von UBS Editorial Team
    • 22. Apr 2019
  • UBS House View - Daily US Japan’s turn in the sun

    The Japanese equity market has underperformed most major stock markets in the world so far this year, with gains of 9% compared with more than 15% for global and Eurozone equities. Japan’s markets will be closed for an extended golden week holiday from 27 April to 6 May to celebrate the Imperial succession. mehr

    • von UBS Editorial Team
    • 18. Apr 2019