Chart 79: How significant do you think robo advisor platforms will become over the next 3-5 years? 60% 50% 40% 30% 20% 10% 0% Assets will surpass $1T Assets will hit $500B then level Assets will hit $500B then out decline Source: BofA Merrill Lynch Global Research ¢ Bas...
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modified will not likely change the outlook. LM feels its strong positioning in global distribution and product sets bodes well to perform in a new fiduciary world. ¢ Additionally, a lower potential U.S. corporate tax rate will not change its cash tax rate which is likely to be...
Global Cross Asset Strategy —- Year Ahead Bankof America The Trump inflection ape ce Investment Strategy 30 November 2016 Corrected Key takeaways ee « Market response to Trump is logical but moves have been frontloaded. We now see USD & rates only modestly higher next year. Jam...
counterparts in the next generation. Each cohort (same-age group) invests effectively in its immediate descendent. Eight-year-olds are investing in the next generation of eight-year-olds, and so to the end. That’s why Fisher’s version of the generation length is best. It prioriti...
High yield corporate bonds Preference: overweight Spread USD HY (24 Oct): 540bps (last month: 573bps) UBS View USD HY spread target (6-month): 475bps ¢ We reiterate our spread target of 475bps based on still robust corporate fundamentals, a favorable technical backdrop and the...
IG corporate bonds remain a preferred asset class
From: Ens, Amanda i Sent: 1/27/2017 8:03:49 PM To: jeffrey E. [[email protected]]; Richard Kahn Subject: Meet with our Global Head of Commodities - Monday at 10:15am at One Bryant Park Attachments: image001.png Importance: — High Please let me know if you’re interested in...
TAX ALERT 2016-5: THE 2016 ELECTION: TAX CHANGES EXPECTED e Roth conversions. It is generally better to convert traditional retirement funds to a Roth IRA in a lower tax rate environment rather than a higher rate environment. For taxpayers who converted a traditional IRA to a Ro...
User Name: DAVID SCHOEN Date and Time: Thursday, February 28, 2019 10:28:00 AM EST Job Number: 83852970 Document (1) 1. ARTICLE: Recognizing Victims in the Federal Rules of Criminal Procedure: Proposed Amendments in Light of the Crime Victims' Rights Act, 2005 B.Y.U.L. Rev. 835...
Citigroup Inc. (C) We use a three-factor valuation framework (P/E, P/TBV, DCF} to arrive at our $60 PO, assigning a 0.9x multiple to 2017E TBV and 11x multiple on '17E blended NA and EM earnings. We have weighted the P/E and P/TBV factors equally at 40%, and our DCF analysis by...
Contact list UBS WM Global Chief Investment Officer Alexander Friedman [email protected] UBS WM Head of Investment Mark Haefele [email protected] UBS WM Global Investment Office Themes / UHNW Asset Allocation Advisory Asset Allocation Discretionary Alternative Inv...
Cross-asset preferences Fixed income Commodities 3, UBS Most preferred e US © Western winners from EM growth ® High quality dividend yields e Event-driven and relative value hedge funds ® Natural gas growth gainers e US high yield © Global investment grade credit e Ev...
Private equity Prefer small-/mid-cap buyouts in US/emerging markets; UBS View distressed debt in Europe ¢ Global M&A volume has continued its downward trend since Q4 2010, falling by -20% quarter-by-quarter in Q3 2012, with a drastic decline in Europe of -46%, the third lowest q...
Cullen/Frost Bankers Inc (CFR) To arrive at our $74 price objective, we employed a three-factor valuation methodology that incorporates target P/E, target P/TBV and a DCF model. For our P/E valuation, we apply a 15x earnings multiple on CFR's 2017E core earnings. For our P/TBV v...
Drill Down on USA Inc. Periodic Large One-Time Charges Rising Debt Periodic Large Level & Interest One-Time Payments Charges Entitlement Spending Note: *denotes F2010 net income / net loss of respective programs, data per White House OMB. 1) Medicare and Social Security net l...