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...“From an earnings and valuation point of view, UBS should really be seen as a wealth manager with a banking license, not a bank with a wealth management business,” said Förberg....
...In her new role, McDonagh will be tasked with helping Universal Investment grow through M&A, with the group having acquired fund servicing businesses in Ireland and Luxembourg in recent years....
...advisory council for the European Investment Bank in Luxembourg....
...Financial data company S&P Global is nearing a deal to buy research platform Visible Alpha for more than $500mn from a consortium of investment banks including Goldman Sachs, Jefferies and UBS, according...
...S&P declined to comment and Visible Alpha did not respond to a request for comment....
...The P/E relative of the stock on UBS 2026E EPS (against the market) goes to a record high of 152% on the UBS forecast of earnings. 2....
...And — as a chart borrowed from Duncan Lamont at Schroders shows — the extent of concentration in the S&P 500 is not something investors are used to....
...Recent findings that lenders appear undeterred to fund oil and gas companies (“Oil and gas groups face virtually no extra costs for borrowing, S&P finds”, Report, FT Weekend, November 18) demonstrate the...
...Trump’s surprise victory over Hillary Clinton in November 2016 led to a fleeting drop in S&P 500 futures before stocks proceeded to stage gains....
...derivatives strategist at UBS....
...“It’s like a reset of the risk cycle,” said Evan Brown, a portfolio manager and head of multi-asset strategy at UBS Asset Management....
...In today’s newsletter: UBS boosts its bets on the ultra-rich A private credit talent raid yields lawsuits Buyout giants target white-collar partnerships Is UBS ready to get rich?...
...S&P gave the new UBS AT1 a BB rating, five notches below its A- credit rating on the bank....
...That lower ROTE may be due to less income productivity and lower leverage relative to peers, thinks Jason Napier at UBS....
...A week ago, the main US stocks benchmark, the S&P 500, cracked through to a record high, clawing back to the previous high-water mark struck two years ago. On Monday, it set a new even higher record....
...They’re going to have a piece of the energy pie, just a bit less of it,” said Thomas Watters, managing director at S&P Global Ratings and another of the report’s authors....
...In a note titled “Hedge fund nirvana” Credit Suisse UBS quant Patrick Palfrey notes how heavily shorted stocks have started to do badly this year....
...The 10 largest stocks constitute 34 per cent of the S&P 500’s return over the past year, higher than at any point in the 1990s....
...UBS has made Sergio Ermotti Europe’s best-paid bank head less than a year after he returned to the lender....
...Declining tax rates accounted for a hefty 22 per cent of the profit growth of S&P 500 non-financial groups in the three decades to 2019, a study by the Federal Reserve’s Michael Smolyansky has shown....
...UBS is hanging on to its old name as it integrates Credit Suisse. Just as well. The combined acronym BUC(K)S states the expectations of the acquirer too baldly....
...and that “S&C knew, or was in a position to know, that FTX was co-mingling customer assets”....
...Giles Edwards, an analyst for S&P Global, said that “rising earnings mark a welcome normalisation after years of margin compression, but they do not alleviate all of the structural challenges to banks’ profitability...
...NBIM, which was already a top-10 UBS shareholder, has overtaken US investors Dodge & Cox and BlackRock to become the largest investor, according to S&P Capital IQ....
...Goldman Sachs and UBS have upgraded their year-end forecasts for the S&P 500 this year, and this month Bank of America raised its year-end prediction to 5,400 — about 5 per cent above the index’s current...
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