Финансовое образование

  • 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. Больше

    • от UBS Редакционная коллегия
    • 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. Больше

    • от UBS Редакционная коллегия
    • 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. Больше

    • от UBS Редакционная коллегия
    • 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. Больше

    • от UBS Редакционная коллегия
    • 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. Больше

    • от UBS Редакционная коллегия
    • 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. Больше

    • от UBS Редакционная коллегия
    • 18 Apr 2019
  • Global financial markets Be prepared: Plan, Protect, and Grow

    Of all the countries surveyed in our 1Q Investor Sentiment survey, investors based in the US were most likely to express the view that it is getting late in the market cycle. 44% of US investors describe the market cycle as “toward the end” (compared to global average of 26%). Больше

    • от UBS Редакционная коллегия
    • 18 Apr 2019
  • Sustainable investing Renewing our energy for Earth Day

    The 49th celebration of Earth Day occurs 22 April. In recognition of the occasion, CIO wants to highlight some important and encouraging trends in global energy. Больше

    • от UBS Редакционная коллегия
    • 18 Apr 2019
  • Clean air and carbon reduction Every breath you take

    Maybe we can’t escape the air we breathe. But we can discover how clean, dirty or pollenated the air is where we live, work and play, and when possible, choose healthier environments. Больше

    • от UBS Редакционная коллегия
    • 17 Apr 2019
  • Liquidity Solutions The benefits of cash alternatives

    Investors may be considering holding more of their portfolio in cash, given the flat yield curve and the risk of rising volatility ahead. However, cash comes with high opportunity costs. Cash alternatives such as CDs could fulfill some of the benefits of cash while minimizing the opportunity costs. Больше

    • от UBS Редакционная коллегия
    • 17 Apr 2019
  • UBS House View - Daily US Signs of policy traction in China

    Chinese GDP grew by a better-than-expected 6.4% year over year in 1Q19, with strength across the board in fixed asset investment, retail sales and industrial production. Больше

    • от UBS Редакционная коллегия
    • 17 Apr 2019
  • Retirement Should I stay or should I go?

    "Should I stay or should I go?" While some of you may be thinking of The Clash's 1982 single or scenes from Stranger Things, homeowners may be asking themselves this as they near retirement. Больше

    • от UBS Редакционная коллегия
    • 17 Apr 2019
  • Longevity Tiger's roar: lessons about longevity

    I don't think I've ever been more nervous watching golf than I was watching Tiger tee off on 18 in the final round of the Masters this past weekend. We're a Tiger family (although the 2-year old has recently been rooting for Ricky) and, I mean, he's Tiger. He doesn't choke, but it's been a long road back. Больше

    • от UBS Редакционная коллегия
    • 17 Apr 2019
  • Sustainable Investing Behavioral seeds of change

    Companies and investors alike continue to evolve their behavior to reflect the importance of sustainability considerations. They aren't just being altruistic – they are motivated as much by the implications for financial performance as by the desire to do good. Больше

    • от UBS Редакционная коллегия
    • 16 Apr 2019
  • Investor Watch Single point of view

    The most recent Investor Watch survey found that single women feel more financially knowledgeable than married women, but single millennial women are the least engaged with their finances. Больше

    • от UBS Редакционная коллегия
    • 16 Apr 2019