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The election of Donald Trump is expected to create both challenges and opportunities for European real estate investors. While tariffs may hinder growth in export-oriented economies, increased defense spending could boost demand for logistics and manufacturing real estate. Additionally, the residential sector may benefit from heightened demand for safe haven assets amid economic volatility.
The incoming US administration under Trump poses challenges and opportunities for European real estate investors. While tariffs may hinder growth, particularly in export-oriented economies, increased defense spending could boost logistics and manufacturing real estate. Additionally, the residential sector may benefit from heightened demand for safe haven assets amid economic volatility.
The election of Donald Trump is expected to create both challenges and opportunities for European real estate investors. While tariffs may hinder growth in export-oriented economies, increased defense spending could boost demand for logistics and manufacturing real estate. Additionally, the residential sector may benefit from heightened demand for safe haven assets amid economic volatility.
UBS is poised to outsource thousands of back-office jobs, starting with document printing, as it partners with Chain IQ and SPS. The Uetlihof printing operations are set to cease by the end of 2025, raising concerns over data protection and potential monopolistic pricing in the specialty printing sector. The move signals a broader trend of outsourcing across various banking functions, with implications for the entire Swiss financial landscape.
In 2025, the outlook for private infrastructure is positive, driven by resilient economic growth, above-average inflation, and declining interest rates. While the asset class offers relative value, challenges such as technological disruptions and political risks must be navigated, particularly in sectors like renewables and digital infrastructure. Traditional infrastructure remains overlooked, presenting potential opportunities amidst a complex investment landscape.
KKR has officially opened a permanent office in Zurich, enhancing its Global Wealth Solutions team with key hires Derya Kara and Mattia Castrovillari. This expansion aims to strengthen ties with private banks and wealth managers in Switzerland, reflecting the growing demand for KKR's investment expertise in the region.
Swiss banks have largely missed the cryptocurrency boom, with many institutions hesitant to embrace Bitcoin and other digital assets. While some cantonal banks and Postfinance offer direct purchases, most banks, including UBS and Pictet, remain skeptical, relegating crypto to indirect investments like ETFs. Despite a significant interest among Swiss investors, particularly the younger demographic, many still prefer to buy cryptocurrencies from foreign platforms.
The Federal Reserve is expected to cut interest rates by 25 basis points in December, with a gradual easing anticipated in 2025, according to UBS. Despite resilient U.S. economic growth driven by strong consumer spending, concerns over sticky inflation and a softening labor market persist. The Fed may maintain rates near 4% if inflation remains elevated, while uncertainty looms over potential policy changes following Trump's inauguration.
UBS analysts anticipate a 25 basis point interest rate cut by the Fed in December, with further gradual reductions expected through 2025, potentially lowering rates to a neutral level of 3.25% to 3.5%. Despite resilient consumer spending, concerns about high core inflation and political uncertainties surrounding Trump's upcoming inauguration add complexity to the Fed's decision-making process.
U.S. markets reached record highs despite President-elect Trump's tariff threats, with the S&P 500 rising 0.57% and the Dow Jones up 0.28%. However, automakers like GM and Stellantis faced declines due to proposed 25% tariffs on imports from Canada and Mexico. A permanent ceasefire between Israel and Hezbollah is set to begin, while the Fed plans to gradually lower interest rates if inflation stabilizes at 2%.
UBS
Companies
UBS / nyse
UBS Group AG
At close 09/20/2024 20:00:03
29.9$
-0.5$ (-0.02%)
After hours: 09/20/2024 21:13:31
29.8001$
-0.1$ (-0%)
Content of tab #2
UBS Group AG
UBS Group AG is a multinational investment bank and financial services company based out of Switzerland. It provides Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Banking services to the private, institutional and corporate clients worldwide.
Sector
financial
Industry
Banking
CEO
Ralph A. J. G. Hamers
Employees
71697
Website
Address
Bahnhofstrasse 45, Zurich, CH-8001, CH
MachinaScore
5
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Hold
Average Price Target:
33.32$ (11.44% Upside)
33.32$ (11.44% Upside)
Blogger Sentiment
Neutral
UBS Sentiment 55.00000000000001%
Hedge Fund Trend
Very Positive
By 3.48M Shares Last Quarter.
Insider Transactions
Negative
Worth -3.28M over the Last 3 Months
Crowd Wisdom
Negative
Last 7 Days
-0.01%
Last 30 Days -0.01%
Last 30 Days -0.01%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
17.26
Trailing 12-Months
Fundamentals
Return on Equity
17.26
Trailing 12-Months
Asset Growth
-7.02
Trailing 12-Months
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
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