Educación financiera

Currencies Brexit talks stall, sterling volatile

The British pound came under pressure on Monday morning following an unsuccessful attempt over the weekend to find a compromise más in the Brexit negotiations. However, the currency swiftly recovered. CIO continues to expect a deal to be reached, but the pound is likely to remain volatile until then.

  • UBS House View Tensions tilt oil price risks higher

    Diplomatic tensions between the US and Saudi Arabia over the disappearance of a prominent critic of the Saudi regime pushed oil prices higher on 15 October. The official Saudi news agency reported on Sunday that the country would respond to any punitive measures taken by the US with an even “stronger” response. más

    • por UBS Equipo Editorial
    • 15 Oct 2018
  • Art collecting Banksy's creative destruction sells - and resells

    The anonymous British artist known as Banksy shredded it – literally – at Sotheby's last weekend when his painting, "Girl With Balloon" self-destructed. But then it was almost immediately resold, shreds and all. más

    • por UBS Equipo Editorial
    • 12 Oct 2018
  • Understanding Volatility Managing volatility

    This year started with one of the strongest equity market rallies in history, gaining 7.6% through the 26 January close. Then, in just six trading days, the market reversed those gains and ended a period of extreme calm that had seen 19 months without a 5% drop. más

    • por UBS Equipo Editorial
    • 12 Oct 2018
  • Market commentary Seeking market stability amid technical challenges

    The equity market sell-off continued today, with the S&P 500 and Dow both down just over 2%, bringing the S&P 500’s six-day decline to -6.75%. This happened despite no notable earnings news and the one significant economic data point (September US CPI inflation) was actually below expectations—a dovish result for rates that temporarily lifted equity futures. más

    • por UBS Equipo Editorial
    • 12 Oct 2018
  • Earnings Earnings: Raising 2018 estimates, cautious on 2019

    The Chief Investment Office (CIO) is bumping up its S&P 500 EPS estimates. CIO now expects 2018 S&P 500 EPS of USD 161, up from USD 158, and is increasing the 2019 forecast, but only by USD 1. más

    • por UBS Equipo Editorial
    • 11 Oct 2018
  • Intellectual capital blog Stocks plunge?

    Bonds and equities have both sold off recently. That's the worst of all worlds from a portfolio standpoint, but the market move hasn't been as bad as it might seem. más

    • por UBS Equipo Editorial
    • 11 Oct 2018
  • UBS House View - Daily US Updated: A bull market resetting, not ending

    Global equities retreated to three-month lows on Thursday, rattled by yesterday’s Wall Street rout. Asia was particularly hard-hit, with the onshore CSI 300 Index slumping 4.8%, its worst single-day fall since February 2016, and the broader MSCI Asia ex-Japan Index dropping 3.9%. In Europe, the STOXX Europe 600 fell 1.6% to a 20-month low. más

    • por UBS Equipo Editorial
    • 11 Oct 2018
  • Emerging markets Thinking strategically about Emerging Markets

    Whether investors decide to invest in emerging markets directly or not, they are increasingly exposed to their economic, financial, political, and even cultural sphere of influence. más

    • por UBS Equipo Editorial
    • 11 Oct 2018
  • Global risk radar Are you prepared? Sharp economic slowdown in China

    CIO has identified a number of risks that could potentially affect global investors ("Are you prepared? Risk scenarios to watch"). One such risk would be China experiencing a sharp economic slowdown in 2019 caused by a strain from US import tariffs. But how realistic is such a scenario? más

    • por UBS Equipo Editorial
    • 10 Oct 2018
  • UBS House View - Daily US The bubble economics of artificial islands

    “Buy land, they aren’t making it anymore,” Mark Twain famously advised. The Hong Kong government appears to have taken that as a challenge, unveiling plans today to reclaim some 17 square kilometers of coastal territory for new housing developments. más

    • por UBS Equipo Editorial
    • 10 Oct 2018
  • UBS House View - Daily US Climate change demands portfolio change

    A United Nations report out this week sounds the alarm on climate change, calling for urgent changes to the global economy to avoid severe ecological disruptions as soon as 2040. The awarding of the Nobel prize for economics to William Nordhaus for his work on climate change also adds to the focus on the issue. más

    • por UBS Equipo Editorial
    • 09 Oct 2018
  • UBS House View Entering the final quarter

    The third quarter has drawn to a close. The outcome was broadly positive for diversified equity investors, with the MSCI All Country World Index climbing 4.7% largely due to a 7.7% return in US stocks. And US stocks passed a historic milestone, with the bull market becoming the longest in modern US history by some measures at 115 months. Here's what we think is in store for 4Q… más

    • por UBS Equipo Editorial
    • 09 Oct 2018
  • Sustainable investing ‘Survival situation’

    Just 30 years ago, Robert Swan became the first explorer to walk unsupported to the North and South Poles. He may remain the only person to ever hold that record. más

    • por UBS Equipo Editorial
    • 08 Oct 2018
  • Longer term investments How renewables can help reach climate goals

    A new United Nations special report takes stock of global warming. In calling for a significant increase in the share of renewable energy, it reinforces the Chief Investment Office's view that renewables have great potential. más

    • por UBS Equipo Editorial
    • 08 Oct 2018