Risk
Have We Hit the Market Bottom? Maybe Not
When even Morgan Stanley’s house bear, Mike Wilson, sounds upbeat, UBS’s Mark Haefele is skeptical.
Tag: Mark Haefele
Asset Allocation
What Will Be the Best Future Tech Plays? Not the Big Five
UBS’s Haefele says tomorrow belongs to up-and-coming AI, big data, and cybersecurity outfits.
Asset Allocation
What Stocks Will Be the Big Winners Up Ahead? Why, Tech
LPL sketches out the case for continued market leadership from the technology folks.
Asset Allocation
No Need for Taper Trepidation for the Stock Market
The situation now is less fraught than during the 2013 tantrum, argues UBS’s Mark Haefele.
Market Moves
Buy Tech, But Not the Big Boys, and Use Private Equity, UBS Says
PE is a much better way to own technology companies, and there are more pickings, the bank argues.
Market Moves
Don’t Worry: Higher Cap Gains Tax Won’t Zap the Market, UBS Says
And it probably won’t be as high as Biden wants, Goldman adds.
Market Moves
Look Out: Higher Volatility Is Gonna Hit US, UBS Says
Virus jitters, higher growth and inflation, and a record-setting market will amp up the fear gauge, the bank warns.
Will Snags with New Washington Stimulus Squelch the Economy and Stocks?
Not really, says UBS’s Haefele, sounding optimistic on vaccines and possible fresh aid in 2021.
Asset Allocation
The Dollar Will Keep Falling, UBS Predicts
Falling rates, political tensions, and less virus fear are the reasons, the Swiss bank’s CIO says.