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.