03/24/2023

Tactical US equity themes: 4 key opportunities

This month, the UBS Chief Investment Office (CIO) reiterates their conviction in four key themes: Reopening China, Time for quality, Resilient spending, and Pricing power standouts.

03/24/2023

Sanlam and Premier Miton buy the CoCos dip

Sanlam's Peter Doherty sees an opportunity in the sector following the write-down of $17bn in Credit Suisse AT1 bonds, along with Premier Miton’s Neil Birrell.

03/23/2023

John Mack's Advance Praise for UBS Chairman Kelleher

He certainly managed to do that at Morgan Stanley, taking it from a 300-strong equity and bond house exclusively for a blue-chip clientele to an international financial institution with 50,000 staff.

03/23/2023

J. Stern & Co. Expands in North America

The firm’s investment approach is based on deep, fundamental in-house research and active engagement with the management teams of its high-quality investee companies.