The key to investing in 2023 is preparing for a range of macro outcomes, said UBS's David Lefkowitz. Specifically, Lefkowitz has invested in both cyclical and defensive sectors to maximize his returns ...
AI stocks and the "Magnificent Seven" were clear winners in 2024. But after a solid year of growth and high valuations, will that momentum continue in 2025? Perhaps, says UBS. In a note, UBS head of U ...
UBS stock chief David Lefkowitz has a knack for predicting where markets are heading. Aggressive interest rate hikes from the Federal Reserve have him uneasy heading into 2023. Here's how investors ...
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U.S. stocks have faced a number of headwinds since the start of the year, but one major bank is sticking with its bullish view for 2025. “Our message has been consistent over the last few months. We ...
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Fourth-quarter earnings results have been impressive so far, but it's early. The still-unclear impact of forthcoming tariffs may have affected results. Here's how UBS says investors can navigate an ...
The mood in the stock market is pretty downbeat, but that, coupled with President Donald Trump's decision earlier this week to pause certain tariff increases for most U.S. trading partners, likely ...
This post was updated Oct. 12 at 8:35 p.m. UCLA professor David S. Lefkowitz is stretching the bounds of classical composition, taking piano music to new scales. What first started as a pandemic ...