Author: Fiona Craig

UBS Chief Investment Officer Mark Haefele expects global stock markets to continue climbing over the next two years, driven by resilient earnings growth and a supportive economic environment. “We expect global equities to rise by around 15% by the end of 2026,” Haefele said, explaining that investors who remain underexposed to equities should consider increasing…

Europe’s largest integrated oil companies could still hand investors double-digit total distribution yields next year, even if Brent crude averages just $65 per barrel, according to new analysis from Bernstein. The firm argues that, despite a turbulent 2025 for commodity markets, the sector’s cash-flow generation has stayed far more resilient than headline earnings suggest. In…

UBS reaffirmed its positive long-term stance on platinum, even as the bank warned that short-term volatility could create more attractive buying opportunities for investors, according to a research note published Wednesday. The bank highlighted increasingly tight market dynamics that continue to support upward price risks for platinum — particularly if supply disruptions occur or investment…

A new analysis from BCA Research suggests that while tariffs are no longer viewed as the biggest threat to corporate margins, early signs of a weakening labour market are becoming a growing concern for investors. In the report, chief strategist Irene Tunkel wrote that tariffs “are fading in importance as companies successfully mitigate cost pressures…

Contrary to the broader consensus expecting oil prices to hover between $55 and $65 next year, analysts at Barclays are cautioning that Brent crude could instead break above the $85 mark. The bank outlined this view in a recent research note, arguing that markets may be underestimating the risks tied to supply disruptions. Barclays’ outlook…

BCA Research said money markets are showing early signs of strain, though conditions have not reached a level that would qualify as an “emergency,” as the Federal Reserve prepares to shift its balance sheet strategy. The research firm expects the Fed to keep its balance sheet steady beginning next month and maintain that stance through…

Yardeni Research reiterated this week that it still expects the S&P 500 to climb to 7,000 by year-end, even as anxiety mounts over what some fear could become an “AI-led Tech Wreck.” The firm argued that the current wave of pessimism—centered on a potential AI bubble bursting, consumer fatigue, and “cracks in credit markets reminiscent…