{
Mark Haefele

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artificial intelligence drives equity growth amid global economic stability in 2025

Investment strategies are shifting as AI continues to drive growth across sectors, with strong fundamentals expected to boost global equities. Active fixed income management is seen as a way to enhance returns, while emerging markets may benefit from a stable US dollar and China's policy support. Despite potential volatility from US tech export controls, big tech's commitment to AI remains robust, presenting opportunities for long-term investors.
familywealthreport.com
Indian Rupee Euro United States Dollar Chinese Yuan BNY Investments LLC UBS Global Wealth Management USA IND CHN April LaRusse Brian Blongastaine Mark Haefele Aninda Mitra Show more
TradFi, Market Report
11:07 15.11.2024

diversified portfolios essential for managing risks amid political and economic changes

The Republican Party has retained a narrow majority in the US House, granting President-elect Trump unified control to pursue his policy agenda, including tax cuts and deregulation. However, a slim majority may limit some initiatives amid rising US deficits. Investors are advised to diversify portfolios, focusing on trends like falling interest rates, AI growth, and gold as a hedge, while considering alternative investments for those who can manage associated risks.
global
United States Dollar Alphabet Inc. Microsoft Corporation USA Mark Haefele Kurt Reiman Daisy Tseng Vincent Heaney Solita Marcelli Jon Gordon Show more
TradFi, Market Report
18:21 14.11.2024

artificial intelligence drives equity growth as global markets stabilize through 2025

Investment strategies are shifting as AI continues to drive growth across sectors, with BNY Investments and UBS Global Wealth Management highlighting opportunities in equities and active fixed income. Mark Haefele anticipates strong tech earnings growth, while Aninda Mitra emphasizes cautious optimism for European and Chinese recoveries amid ongoing policy easing. Emerging markets are also seen as promising, contingent on US trade policies.
wealthbriefingasia.com
United States Dollar BNY Investments LLC UBS Global Wealth Management USA IND CHN April LaRusse Brian Blongastaine Mark Haefele Aninda Mitra Show more
TradFi, Market Report
16:35 14.11.2024

China unveils fiscal support plan amid economic challenges and tariff concerns

Chinese internet stocks are viewed as a buying opportunity despite recent corrections, while concerns linger over the effectiveness of Beijing's stimulus measures amid a slowing economy. UBS's Mark Haefele notes that the lack of new consumption-boosting initiatives may lead to volatility in Chinese equities, especially with potential tariff impacts from the US. Defensive sectors are favored in the current climate, as the market awaits clearer fiscal strategies and responses to external pressures.
wealthbriefingasia.com
United States Dollar Chinese Yuan UBS AG Edmond de Rothschild USA CHN Lan Fo’an Mark Haefele Donald Trump Show more
TradFi, Market Report
15:51 13.11.2024

China unveils fiscal support plan amid economic challenges and tariff concerns

Chinese internet stocks are viewed as a buying opportunity despite recent corrections, while concerns linger over the effectiveness of Beijing's stimulus measures amid a slowing economy. UBS's Mark Haefele notes that the lack of new consumption-boosting initiatives may lead to volatility in Chinese equities, especially with potential tariff impacts from the US. Defensive sectors are favored in the current climate, as the market awaits clearer policy direction.
wealthbriefing.com
United States Dollar Chinese Yuan UBS AG Edmond de Rothschild USA CHN Lan Fo’an Mark Haefele Donald Trump Show more
TradFi, Market Report
15:50 13.11.2024

investors advised to secure yields amid market volatility post trump election

Treasury yields rose sharply following Trump's election but stabilized by week's end, with the VIX index hitting its lowest since September. UBS suggests investors lock in attractive yields as the easing cycle continues, despite potential market volatility from upcoming policy announcements. Federal Reserve Chair Jerome Powell indicated that rate cut decisions will remain unaffected by election results, with expectations for a 25 basis point cut in December and further easing in 2025.
The DESK - The leading source of information for bond traders
United States Dollar UBS AG USA Jerome Powell Mark Haefele
TradFi, Market Report
12:35 13.11.2024

equities poised for growth amid bitcoin rally and favorable economic conditions

Bitcoin has surged over 30% since November 4, driven by investor optimism around potential policy shifts under President-elect Trump, who supports crypto assets. However, UBS strategists caution that cryptocurrencies remain speculative and introduce volatility, while maintaining a positive outlook on global equities, bolstered by strong US economic growth and anticipated corporate earnings increases. They project earnings growth of 11% this year and highlight the AI sector as a key driver for equity growth, despite potential tech volatility.
Investing.com
UBS AG Mark Haefele Donald Trump
TradFi, Market Report
10:31 13.11.2024

crypto assets remain speculative as equities show strong growth potential

CIO maintains that crypto assets are speculative trades, highlighting Bitcoin's volatility and correlation with global equities. While the crypto market rallies, the focus remains on equities, particularly in tech and AI, supported by solid US economic growth and favorable macro conditions. The expectation is for continued earnings growth and a positive outlook for sectors like utilities and financials.
global
USA Mark Haefele David Lefkowitz Sundeep Gantori Daisy Tseng Solita Marcelli Jon Gordon Show more
TradFi, Market Report
14:30 12.11.2024

us chip export controls may heighten tech sector volatility according to analysts

Volatility in the technology sector is expected to rise following new US export controls on advanced chips, particularly affecting Taiwan Semiconductor Manufacturing (TSMC) and its Chinese clients. UBS strategists anticipate that while semiconductor stocks may initially drop due to these restrictions, strong fundamentals and increased AI investments will support a rebound. Major tech firms are projected to boost AI spending significantly, benefiting companies involved in AI semiconductors.
au.investing.com
Armenian Dram United States Dollar NVIDIA Corporation Taiwan Semiconductor Manufacturing Advanced Micro Devices, Inc. USA TWN CHN Mark Haefele Donald Trump Show more
TradFi, Market Report
11:02 12.11.2024

tech sector faces increased volatility amid new us chip export controls

Volatility in the technology sector is expected to rise following new US export controls on advanced AI chips, particularly affecting Taiwan Semiconductor Manufacturing (TSMC) and its Chinese clients. UBS strategists anticipate that while semiconductor stocks may initially drop, strong fundamentals and increased AI investments from major tech firms will support a rebound. Investors are advised to prepare for volatility and consider strategies based on their exposure to AI-related stocks.
Investing.com
United States Dollar NVIDIA Corporation Taiwan Semiconductor Manufacturing Advanced Micro Devices, Inc. USA TWN CHN Mark Haefele Donald Trump Show more
TradFi, Market Report
10:58 12.11.2024
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