UBS more than halved its holdings of mark-to-model assets during 2024, a year after these balances ballooned fivefold following its acquisition of Credit Suisse.
The political process remains the critical variable for future capital requirements, which will directly influence UBS's capacity for dividends, share buybacks, and growth. Analysts currently maintain ...
Bonds and equities now move together; hidden leverage and private credit are reshaping diversification and the AI capex cycle ...
If you’ve been investing long enough, you’ve probably discovered one uncomfortable side of the markets, they don’t care about ...