Documents tagged "Eurozone"
Found 3 documents with this tag
HOUSE_OVERSIGHT_030814.txt
The author discusses the ongoing search for energy solutions and compares it to Don Quixote's quixotic journey. The focus is on the economic realities of energy policy and the importance of considering both cost and availability when investing in energy sources. The author also highlights Vaclav Smil, a prominent expert on energy who has written over 30 books and 300 papers on the subject. While acknowledging the failures of past solutions, the author suggests that more recent developments in energy storage may offer potential opportunities.
HOUSE_OVERSIGHT_025247.txt
This document is a monthly report on global investment markets from UBS AG's Global Investment Office. It focuses on key areas such as the global economy, equities, fixed income, and foreign exchange markets, with specific sections dedicated to each asset class. The report highlights that global growth is showing signs of improvement, supported by decisive monetary policy from major central banks. In terms of equity markets, the report recommends preferring US and Emerging Markets (EM), while Canada and Australia are less favored due to falling earnings. The report also discusses fixed income markets, highlighting that US high yield bonds remain supported by strong fundamentals and technicals.
HOUSE_OVERSIGHT_024135.txt
The UBS CIO Monthly Extended from July 2012 discusses the global economy and investment preferences with a focus on risk return and the Euro debt crisis. The document presents asset class views for equities, fixed income, foreign exchange, commodities, listed real estate, hedge funds, and private equity. It also highlights the need for further reform and consolidation efforts in Spain and Italy. In terms of US corporate bonds, it is believed that they offer the best risk return. The UBS Wealth Management & Swiss Bank's Chief Investment Office provides this analysis, but investments may be subject to jurisdictional and regulatory restrictions.