Investing.com -- UBS analysts advise investors to remain invested despite ongoing geopolitical risks, arguing that market shocks from crises tend to be temporary. While the ceasefire between Israel and Hamas has raised hopes for stability, UBS warns that it "could prove fragile." Additionally, the bank says the Trump administration's renewed pressure on Iran and Russia’s ongoing war in Ukraine ...
Investing.com -- UBS strategists see a strong investment case for power and resources as electrification accelerates across industries. "CIO estimates the electrification of the global economy will require around $3 trillion in annual investments by 2030,” UBS strategists including Matthew Carter said in a note. This surge is driven by increasing demand from artificial intelligence (AI) data c ...
Investing.com -- In a note this week, Barclays (LON:BARC) outlined the steps Estee Lauder (NYSE:EL) needs to take to get the business back on track. The bank stressed that a renewed focus on premium innovation, digital transformation, and supply chain optimization is essential for a turnaround. According to Barclays, one of the main priorities for the company must be to “invest to re-acc ...
Investing.com -- The dominance of the "Magnificent 7" tech giants—Apple, Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Amazon (NASDAQ:AMZN), Nvidia (NASDAQ:NVDA), Meta (NASDAQ:META), and Tesla (NASDAQ:TSLA), has defined the U.S. stock market rally, but some investors are looking beyond these heavyweights for opportunities. Yardeni Research suggest that the rest of the S&P 500, often dub ...