StreetInsider.com News Articles

UBS warns of energy risks but maintains bullish global stock view

Fri, 20 Mar 2026 08:00:30 -0400

Investing.com -- Global equities have retreated since the start of the U.S.–Iran war, but UBS has maintained its “Attractive” stance on the asset class despite heightened energy risks.

In a note headed by strategist Fabian Deriaz, UBS told investors that “left-tail risks are elevated should disruptions to energy flows persist,” noting that the Strait of Hormuz is essentially closed.

Still, the firm expects de-escalation “within the next few weeks” and maintains that the broader investment backdrop remains constructive.

According to UBS, geopolitical shocks are “on average, quickly bought,” though the bank stressed that diversification and risk management are critical until energy

UBS warns of energy risks but maintains bullish global stock view

Fri, 20 Mar 2026 08:00:30 -0400

Investing.com -- Global equities have retreated since the start of the U.S.–Iran war, but UBS has maintained its “Attractive” stance on the asset class despite heightened energy risks.

Still, the firm expects de-escalation “within the next few weeks” and maintains that the broader investment backdrop remains constructive.

According to UBS, geopolitical shocks are “on average, quickly bought,” though the bank stressed that diversification and risk management are critical until energy

UBS warns of energy risks but maintains bullish global stock view

Fri, 20 Mar 2026 08:00:30 -0400

Investing.com -- Global equities have retreated since the start of the U.S.–Iran war, but UBS has maintained its “Attractive” stance on the asset class despite heightened energy risks.

Still, the firm expects de-escalation “within the next few weeks” and maintains that the broader investment backdrop remains constructive.

According to UBS, geopolitical shocks are “on average, quickly bought,” though the bank stressed that diversification and risk management are critical until energy

UBS warns of energy risks but maintains bullish global stock view

Fri, 20 Mar 2026 08:00:30 -0400

Investing.com -- Global equities have retreated since the start of the U.S.–Iran war, but UBS has maintained its “Attractive” stance on the asset class despite heightened energy risks.

Still, the firm expects de-escalation “within the next few weeks” and maintains that the broader investment backdrop remains constructive.

According to UBS, geopolitical shocks are “on average, quickly bought,” though the bank stressed that diversification and risk management are critical until energy

Here’s why HSBC remains bullish on global stocks

Wed, 21 Jan 2026 09:01:41 -0400

Investing.com -- HSBC is staying firmly positive on global equities, arguing that rising geopolitical tensions and fresh U.S. tariffs do not alter the underlying outlook.

“We continue to be bullish on global equities,” the bank wrote in a note on Wednesday, adding that markets have “shown time and again their resilience to geopolitics.”

Instead, HSBC urges investors to focus on what it sees as the “growing prospects of a wave of stimulus and growth-positive measures.”

The bank highlights a “powerful” mix of economic support across major regions.

In the United States, HSBC points to the One Big Beautiful Bill Act, the

Here’s why HSBC remains bullish on global stocks

Wed, 21 Jan 2026 09:01:41 -0400

Investing.com -- HSBC is staying firmly positive on global equities, arguing that rising geopolitical tensions and fresh U.S. tariffs do not alter the underlying outlook.

“We continue to be bullish on global equities,” the bank wrote in a note on Wednesday, adding that markets have “shown time and again their resilience to geopolitics.”

Instead, HSBC urges investors to focus on what it sees as the “growing prospects of a wave of stimulus and growth-positive measures.”

The bank highlights a “powerful” mix of economic support across major regions.

In the United States, HSBC points to the One Big Beautiful Bill Act, the

Here’s why HSBC remains bullish on global stocks

Wed, 21 Jan 2026 09:01:41 -0400

Investing.com -- HSBC is staying firmly positive on global equities, arguing that rising geopolitical tensions and fresh U.S. tariffs do not alter the underlying outlook.

“We continue to be bullish on global equities,” the bank wrote in a note on Wednesday, adding that markets have “shown time and again their resilience to geopolitics.”

Instead, HSBC urges investors to focus on what it sees as the “growing prospects of a wave of stimulus and growth-positive measures.”

The bank highlights a “powerful” mix of economic support across major regions.

In the United States, HSBC points to the One Big Beautiful Bill Act, the

Here’s why HSBC remains bullish on global stocks

Wed, 21 Jan 2026 09:01:41 -0400

Investing.com -- HSBC is staying firmly positive on global equities, arguing that rising geopolitical tensions and fresh U.S. tariffs do not alter the underlying outlook.

“We continue to be bullish on global equities,” the bank wrote in a note on Wednesday, adding that markets have “shown time and again their resilience to geopolitics.”

Instead, HSBC urges investors to focus on what it sees as the “growing prospects of a wave of stimulus and growth-positive measures.”

The bank highlights a “powerful” mix of economic support across major regions.

In the United States, HSBC points to the One Big Beautiful Bill Act, the

Here’s why HSBC remains bullish on global stocks

Wed, 21 Jan 2026 09:01:41 -0400

Investing.com -- HSBC is staying firmly positive on global equities, arguing that rising geopolitical tensions and fresh U.S. tariffs do not alter the underlying outlook.

“We continue to be bullish on global equities,” the bank wrote in a note on Wednesday, adding that markets have “shown time and again their resilience to geopolitics.”

Instead, HSBC urges investors to focus on what it sees as the “growing prospects of a wave of stimulus and growth-positive measures.”

The bank highlights a “powerful” mix of economic support across major regions.

In the United States, HSBC points to the One Big Beautiful Bill Act, the

Here’s why HSBC remains bullish on global stocks

Wed, 21 Jan 2026 09:01:41 -0400

Investing.com -- HSBC is staying firmly positive on global equities, arguing that rising geopolitical tensions and fresh U.S. tariffs do not alter the underlying outlook.

“We continue to be bullish on global equities,” the bank wrote in a note on Wednesday, adding that markets have “shown time and again their resilience to geopolitics.”

Instead, HSBC urges investors to focus on what it sees as the “growing prospects of a wave of stimulus and growth-positive measures.”

The bank highlights a “powerful” mix of economic support across major regions.

In the United States, HSBC points to the One Big Beautiful Bill Act, the

Citi's Manthey says more investors seeking exposure outside U.S. stocks

Mon, 12 Jan 2026 06:52:45 -0400

Investing.com -- Global investors are increasingly looking beyond the United States for equity exposure as high valuations and broadening earnings momentum drive interest in international markets, according to Citi analyst Beata Manthey.

In the bank’s latest global equity outlook, Manthey wrote that Citi expects “diversification into international equities will continue in 26E,” adding that the firm maintains Overweight ratings on emerging markets and Europe excluding the U.K.

Citi forecasts about “c10% upside for the MSCI AC World to year-end,” supported by a “soft landing” macro backdrop, solid earnings revisions and expanding AI-related tailwinds.

Bottom-up consensus is said to point to

Citi's Manthey says more investors seeking exposure outside U.S. stocks

Mon, 12 Jan 2026 06:52:45 -0400

Citi forecasts about “c10% upside for the MSCI AC World to year-end,” supported by a “soft landing” macro backdrop, solid earnings revisions and expanding AI-related tailwinds.

Bottom-up consensus is said to point to

Citi's Manthey says more investors seeking exposure outside U.S. stocks

Mon, 12 Jan 2026 06:52:45 -0400

Citi forecasts about “c10% upside for the MSCI AC World to year-end,” supported by a “soft landing” macro backdrop, solid earnings revisions and expanding AI-related tailwinds.

Bottom-up consensus is said to point to

Citi's Manthey says more investors seeking exposure outside U.S. stocks

Mon, 12 Jan 2026 06:52:45 -0400

Citi forecasts about “c10% upside for the MSCI AC World to year-end,” supported by a “soft landing” macro backdrop, solid earnings revisions and expanding AI-related tailwinds.

Bottom-up consensus is said to point to

JPM Delta One Desk: 'CTAs are likely moderately long across most global equity markets'

Tue, 27 May 2025 13:18:07 -0400