House Call: Talking Equity Markets with UBS Asset Management
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Join Ed Tran, Portfolio Manager with the Private Client U.S. Equity Team at UBS Asset Management, as he shares a performance update for US equities. Host: Dominic Schagar, Senior Equity Investment Specialist. Recorded on 18.02.26
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4 itemsHouse Call: Talking Equity Markets with UBS Asset Management
As equities navigate a sluggish start in 2026, the desk observes fundamental dynamics that suggest potential upside for US markets. Per the full note [source], Ed Tran from UBS Asset Management highlights that recent economic indicators show a stabilization trend, particularly with a notable uptick in the ISM Manufacturing Index and increased loan demand from commercial industries. Such early cycle signals, coupled with supportive fiscal and monetary policies, create a compelling narrative for market growth. With consensus targets indicating a range for USD pairs, traders should remain vigilant for positioning shifts that may arise from these evolving economic cues.
House Call: Talking Equity Markets with UBS Asset Management
House Call: Talking Equity Markets with UBS Asset Management
The desk interprets the rising U.S. equities backdrop as a bullish driver for the dollar, especially given the S&P 500's recent surges despite geopolitical concerns. Per the full note [source], UBS's Jeff Hahn cites improving fiscal conditions, lower regulatory burdens, and robust AI investment expectations as key catalysts. With the S&P 500 hitting all-time highs in May, this points to a more risk-positive environment that could favor dollar strength. Given the broader market context, the dollar's positioning will be pivotal as investors gauge how these equity trends develop against the backdrop of inflation and interest rates.