CIO WM Global Investment Office CIO monthly video www.ubs.com/cio-video For smartphone users: scan the code with an app like "scan" UBS CIO Monthly Extended November 2012 Published 25 October 2012 This report has been prepared by UBS AG. Please see important disclaimers and disc...
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Disclaimer UBS CIO WM Research is published by Wealth Management & Swiss Bank and Wealth Management Americas, Business Divisions of UBS AG (UBS) or an affiliate thereof. In certain countries UBS AG is referred to as UBS SA. This publication is for your information only and is no...
Disclaimer This document has been prepared by UBS AG, its subsidiary or affiliate ("UBS"). The information is intended as a general market commentary and provided solely for marketing and information purposes. Opinions expressed herein are those of UBS Wealth Management & Swiss...
Contact list UBS WM Global Chief Investment Officer Alexander Friedman alexander.friedman@ubs.com UBS WM Head of Investment Mark Haefele mark.haefele@ubs.com UBS WM Global Investment Office Themes / UHNW Asset Allocation Advisory Asset Allocation Discretionary Alternative Inv...
… ¢ The economy stays on a moderate growth path, coupled with stable core PCE inflation close to the Fed’s target of 2%. UBS forecasts real GDP growth of 1.5% in 2Q 2012 (consensus: 2.1%) and 2.3% in 3Q 2012 (consensus: 2.4%), with some downside risk due to rising uncertainty. The...
For marketing purposes only oe UBS ClO WM Global Investment Office | External Version ClO monthly video www. ubs.com/cio-video For smartphone users: scan the code with an app like "scan" UBS CIO Monthly Extended July 2012 Published Please see important disclaimer and disclo...
…managers indices (PMI), July estimates 22-25 July = China: HSBC flash manufacturing purchasing managers index (Jul) 36 UBS Global growth expected at just under 3% in 2012 Real GDP growth in % Inflation in % 2011 2012F = =2013F 2011 2012F =. 2013F Americas US 17 21 2.6 3.1 2....
…n), 2Q12 GDP 11-15 Jul New bank lending, M2 Gun) 22-25 Jul HSBC flash manufacturing purchasing managers index (Jul) a UBS For further information please contact CIO analyst Gary Tsang, gary.tsang@ubs.com, Glenda Yu, glenda.yu@ubs.com, Patrick Ho, patrick-ww.ho@ubs.com First in...
…re Current (24 Oct) (last month): Soybeans, USD 15.17/bu (16.12); Corn, USD 7.54/bu (7.44); Wheat, USD 8.84/bu (8.87) UBS View 6-month target: Soybeans: USD 17.0/bu; Corn: USD 9.0/bu; Wheat: USD 9.5/bu ¢ Major US supply surprises on the grains side are rather unlikely in the ne...
…ities total ; | Precious metals Energy Base metals Commodities Agricultural Listed Real Estate Bnew old Source: UBS ClO WM Global Investment Office - as of 25.10.2012 2 UBS mnew old * Please note that the bar charts show total portfolio preferences and thus can be inte...
…rrent (24 Oct) (last month): Copper USD 7,815/mt (8,271); Nickel USD 16,336/mt (18,351); Aluminum USD 1,912/mt (2,079) UBS View 6-month target: Copper: USD 8,800/mt; Nickel: USD 19,000/mt; Aluminum: USD 2,100/mt e After the swift uptick in prices, base metals have been under ren...
Equity styles UBS View Prefer value and large caps in Europe, mid caps in US ¢ We recommend that investors look for value opportunities in Europe: The cheapest stocks within each sector are at extreme relative valuations, which should begin to normalize. Within Financials, howev...
…12 is skewed to the downside. The ECB remains on hold, but the bar to support the economy and markets has been lowered substantially. We see a significant probability of policy action in early July, including the possibility of a rate reduction. Despite all the talk about politic...
…ging market bonds Preference: neutral EMBI Global/CEMBI spread (24 Oct): 281bps / 334bps (last month: 292bps /363bps) UBS View EMBI Global/CEMBI spread target (6-month): 275bps/290bps ¢ Current spread levels of EM sovereign bonds are roughly in line with fundamentals. We think...
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...