11/01/2022

How can I manage geopolitical volatility?

From Russia's weaponization of global energy and food prices to US efforts to decouple China from the global semiconductor sector, investors with global portfolios need to factor supply chain and policy risks into investment decisions.

10/28/2022

Wall St. Profits Return to Pre-Pandemic Levels

Continued support for other sectors that have been slow to recover is needed to speed recovery to their pre-pandemic levels and to help offset the decline in Wall Street-related tax revenues.”

10/13/2022

Tactical US Equity Themes: 4 key opportunities

This month, the UBS Chief Investment Office reiterates their conviction in four key themes: Time for quality, Security takes center stage, Resilient spending, and Pricing power standouts. Additionally, they are closing the Reopening America theme.