{
Andrew Garthwaite

People

}
UBS cites five reasons for being bullish on the UK market
UBS analysts have declared an overweight position on the United Kingdom in their Outlook 2025 report, citing five key reasons. Notably, the UK tends to excel when defensive sectors are performing well, indicating a positive outlook for investors.
Seeking Alpha
British Pound Sterling GBR Andrew Garthwaite
Finance & Economy, Market Report
19:30 20.12.2024
UBS cites five reasons for UK market optimism in Outlook 2025
UBS analysts have declared an overweight position on the United Kingdom in their Outlook 2025 report, citing five key reasons. Notably, the UK tends to excel when defensive sectors are performing well, indicating a positive outlook for investors.
Seeking Alpha
British Pound Sterling MSCI UNITED KINGDOM QUALITY GBR Andrew Garthwaite
Finance & Economy, Market Report
19:30 20.12.2024
ubs advises caution on stocks with high china exposure due to growth concerns
UBS advises investors to underweight stocks with significant exposure to China, citing concerns over weaker growth projections of 3.7% in 2025 and 2.7% in 2026. Chief global equity strategist Andrew Garthwaite highlights three main threats to these equities in his Outlook 2025 report.
Seeking Alpha
CHN Andrew Garthwaite
Finance & Economy, Market Report
19:08 20.12.2024
ubs advises caution on stocks with high china exposure due to growth concerns
UBS advises investors to underweight stocks with significant exposure to China, citing concerns over weaker growth projections of 3.7% in 2025 and 2.7% in 2026. Chief global equity strategist Andrew Garthwaite highlights three main threats to these equities in his Outlook 2025 report.
Seeking Alpha
CHN Andrew Garthwaite
Finance & Economy, Market Report
19:08 20.12.2024
ubs forecasts s and p 500 surge amid bubble conditions
UBS strategists, led by Andrew Garthwaite, predict a potential S&P 500 surge amid bubble conditions, noting that while the index has risen 23% this year, it hasn't yet entered a bubble due to restrictive monetary policy. They identify six of seven necessary bubble conditions, with the missing element being a looser monetary stance, suggesting a federal funds rate around 3.2% is needed. UBS estimates a 35% chance of a bubble by 2025, with the S&P 500 possibly surging by at least 20%, recommending investments in reasonably priced AI and electrification stocks like TSMC and Meta to hedge against risks.
@gurufocus
Vistra Corp. PG&E Corp Metagenomi, Inc. Tesmec S.p.A. National Grid plc USA Andrew Garthwaite Show more
Finance & Economy, Market Report
02:43 20.12.2024
ubs forecasts s and p 500 surge amid bubble conditions
UBS strategists, led by Andrew Garthwaite, predict a potential S&P 500 surge amid bubble conditions, noting that while the index has risen 23% this year, a loose monetary policy is still absent. They identify six of seven bubble conditions met, with a federal funds rate of around 3.2% needed to trigger a shift of funds into stocks. UBS estimates a 35% chance of a bubble by 2025, suggesting a possible 20% increase in the S&P 500, and recommends investing in reasonably priced AI and electrification stocks like TSMC and Meta to hedge against risks.
@gurufocus
United States Dollar National Grid plc Tesmec S.p.A. Metagenomi, Inc. PG&E Corp Vistra Corp. Andrew Garthwaite Show more
Finance & Economy, Market Report
02:43 20.12.2024
ubs warns of potential stock market bubble amid loose monetary policy concerns
UBS analysts warn that a looser monetary policy from the Federal Reserve could trigger a stock market bubble, with six of the seven necessary conditions already in place. They predict a 35% chance of a bubble forming by 2025, contingent on further interest rate cuts. To hedge against this risk, UBS recommends investing in reasonably priced stocks in Gen AI and electrification, including TSMC, Meta, National Grid, PG&E, and Vistra.
Markets Insider
National Grid plc Tesmec S.p.A. Metagenomi, Inc. PG&E Corp Vistra Corp. USA Andrew Garthwaite Show more
Finance & Economy, Market Report
21:31 19.12.2024
ubs advises investors to focus on growth oriented defensive stocks
UBS's global equity strategy team recommends investors shift from cyclical stocks to growth-oriented defensive stocks, citing high valuations and concerns over profitability amid a predicted global economic slowdown from 2024 to 2026. Defensive sectors like pharmaceuticals, software, and utilities are expected to thrive, with companies such as Microsoft and SAP highlighted for their strong growth potential and resilience during downturns.
@gurufocus
SAP SE Microsoft Corporation Andrew Garthwaite
Finance & Economy, Market Report
07:35 19.12.2024
ubs advises caution on cyclicals favoring growth defensives
UBS analysts recommend a defensive investment strategy, advising investors to underweight cyclical stocks in favor of growth defensives. Chief global equity strategist Andrew Garthwaite notes that cyclicals are currently priced for high PMIs, with P/E and P/B ratios near historical highs compared to defensives.
Seeking Alpha
Andrew Garthwaite
Finance & Economy, Market Report
21:02 18.12.2024
ubs identifies growth potential in two construction stocks amid economic shifts
UBS analyst Steven Fisher identifies opportunities in the construction sector, particularly highlighting Vulcan Materials, the largest producer of aggregate materials in the U.S. Despite recent revenue misses, Fisher anticipates growth driven by an improving non-residential construction market and operational efficiencies, projecting a 3-4% volume growth in aggregates by 2026.
Yahoo Finance
United States Dollar Vulcan Materials Company VIR USA MEX BHS CAN Andrew Garthwaite Steven Fisher Show more
TradFi, Market Report
11:54 12.11.2024
Trending
Subcategory:
Cryptocurrency Markets Stock Market Updates Cryptocurrency Trends Market Sentiment Analysis Central Bank Actions Banking Regulations Corporate Responsibility & ESG Decentralized Finance (DeFi) Innovations Tokenomics and Crypto Economics Mergers & Acquisitions Cryptocurrency & Blockchain Regulations Cryptocurrency Developments Blockchain Technology Adoption Anti-Money Laundering (AML) Regulations Market Analysis and Predictions Emerging Startups Cryptocurrency Regulations Inflation Rates & CPI Data SEC & Financial Compliance Banking & Investment Regulations
Countries:
USA CHE GBR DEU ARE HKG AUS JPN CHN IND SGP DNK CAN NGA FIN COL AUT VGB LIE TUR
Companies:
Credit Suisse Real Estate Fund Siat BlackRock, Inc. Coinbase Global, Inc. Solana USD Ethereum USD Ripples USD Tesla, Inc. Fidelity Contrafund Cardano USD Apple Inc. NVIDIA Corporation Grayscale Litecoin Trust Chainlink USD Tether USDt CNY Google Inc. Amazon.com, Inc. MicroStrategy Inc End Federal Reserve USD MicroStrategy Incorporated Crypto.com Staked ETH USD
Currencies:
United States Dollar Euro Swiss Franc Japanese Yen Australian Dollar Indian Rupee Canadian Dollar Mozambican Metical British Pound Sterling Norwegian Krone Mongolian Tögrög Colombian Peso Singapore Dollar
People:
Donald Trump Ali Martinez Elon Musk Karin Keller-Sutter Jerome Powell Ueli Maurer Michael J. Saylor Thomas Jordan Gary Gensler Colm Kelleher Alan Santana Paul Atkins Joe Rogan Martin Schlegel Isabelle Chassot Mario Nawfal Paolo Ardoino Sergio Ermotti Dana White Joe Biden

MachinaCore is a highly modular and scalable system that allows users to build custom widgets and tools tailored to their specific financial data needs, while seamlessly integrating with other MachinaLabs products, like Machinary, MachinaAI Modules and MachinaTrader.

Links

Address

Waitlist

We’re granting exclusive early access to the first 500 users from december 20.

© 2024 by Machinary.com - Version: 1.0.0.0. All rights reserved

Layout

Color mode

Theme mode

Layout settings

Save settings
Seems like the connection with the server has been lost. It can be due to poor or broken network. Please hang on while we're trying to reconnect...
Oh snap! Failed to reconnect with the server. This is typically caused by a longer network outage, or if the server has been taken down. You can try to reconnect, but if that does not work, you need to reload the page.
Oh man! The server rejected the attempt to reconnect. The only option now is to reload the page, but be prepared that it won't work, since this is typically caused by a failure on the server.