UBS: This team is most likely to win the World Cup
After applying the same econometric tools usually applied to investment opportunities, Germany appears likely to win the World Cup, UBS wealth managements chief investment office…
After applying the same econometric tools usually applied to investment opportunities, Germany appears likely to win the World Cup, UBS wealth managements chief investment office…
Go long South Africa’s rand, while shorting Russia’s ruble, Societe Generale said, pointing to diverging political narratives. “South Africa continues reform story, while Russia geopolitics add…
The bullish sentiment on emerging markets is eroding, Societe Generale said after recent client visits in Europe and Hong Kong. “Investors are, on balance, still…
Nomura tipped going short Russia’s ruble, citing country-specific factors as well as the rise in crude oil positioning. “Long ruble positioning is crowded, with the…
Societe Generale advised re-distributing equity allocations out of U.S. markets, citing in part an “unpredictable administration, which seems to lack cohesion” as well as upcoming…