Currencies Autumn to alter landscape for euro

Fall will likely prove important for the longer-term direction of currency markets. UBS Chief Investment Office (CIO) expects the more European Central Bank (ECB) to set the terms of the tapering of its asset-purchase program.

  • Autumn to alter landscape for euro

    Fall will likely prove important for the longer-term direction of currency markets. UBS Chief Investment Office (CIO) expects the European Central Bank (ECB) to set the terms of the tapering of its asset-purchase program. more

  • Legislating around the chaos

    Congress may be in recess but it's clear that there will be no break from political turmoil after President Trump made controversial statements regarding the violence in Charlottesville. Will Congress be able to focus in September? more

  • Fund Research at UBS

    There are many academic papers published which speak either in favor of passive management or in favor of active management. Different views and much debate. One thing for sure, risks must be managed in both product categories. UBS has one of the leading Fund Research teams in the financial services industry. more

  • Polish politics weigh on zloty

    Poland's political controversies have weighed on the zloty in recent weeks. However, CIO regards the country's economic fundamentals as sound, and thinks the Polish currency should rebound once investors' focus returns to these. more

  • Decisive months for Sweden's Riksbank

    Sweden's economy is growing at a faster rate than the Eurozone's. CIO expects a more hawkish Riksbank to strengthen SEK over the next twelve months. Further tailwind is likely to come from the ECB's expected tapering announcement. more

  • Volatility rises from the dead

    Increasing geopolitical tensions between the US and North Korea has triggered a steep decline in global equity markets and ended the lull in equity volatility. more

  • Argentina: Primaries bode well for Macri

    Argentine President Mauricio Macri received a boost over the weekend, as his party fared better than expected in primaries for October's midterm congressional elections. This outcome supports CIO's base case for the autumn's vote. more

  • Energy transition offers opportunities

    The environment for traditional power generators in Europe remains challenging, according to CIO. Whilst proving costly in the past, the energy transition may very well turn out to be a boon for the future. more

  • Is now a good time for dividend stock investing?

    Low inflation and a muted rise in Asian government bond yields remain supportive of high dividend yield strategies, especially in light of the positive yield gaps in several Asian markets, said UBS Chief Investment Office (CIO). more

  • Closing overweight euro positions

    The euro has rallied around 12% year-to-date against the US dollar (USD) and 3% against the Swiss franc (CHF) in the past month, writes UBS Chief Investment Office (CIO) Global Chief Investment Officer Mark Haefele. more

  • E-car quota: How it works, what it might bring

    Over the weekend, German SPD chancellor candidate Martin Schulz called for an EU-wide quota for electric vehicles. CIO analyst Rolf Ganter explains what to make of the idea – and who the auto industry's long-term winners could be. more

  • Comfortable – in spite of North Korea

    Tension between the US and North Korea will likely continue rising rather than fade away – until North Korea scales back its plans. Investors fleeing risky assets now could miss out on further equity market gains, writes Mark Haefele. more