Topic
Semiconductors
Research on the global semiconductor industry. Coverage includes AI chip demand, memory cycles, foundry utilization, equipment spending, and geopolitical supply chain risks.
2085 reports available
How Innovation is Transforming Biotechnology
Biotechnology is entering a multi-year innovation cycle driven by five key trends: scalable gene therapies, multi-purpose drugs, efficient regulatory pathways, AI-driven discovery, and precise drug delivery. These advancements are increasing R&D productivity and expanding addressable markets, making the sector an attractive compounding asset class.
Trading the Untradable
The USD has started June firmer as markets monitor the US-Iran conflict, which is expected to remain a 'frozen' standoff. Analysts anticipate a market shift toward real rate spreads in H2 2026, favoring the USD.
US Equities Color: Under the Hood
US equities finished mixed as software saw historic outperformance and M&A activity surged in the consumer sector. Derivatives markets signaled technical extremes with the lowest S&P put-call skew in 24 years.
Fundamentals Favor the Shekel
UBS has revised its USDILS forecasts lower, expecting the Israeli shekel to continue appreciating toward 2.72 by mid-2027 driven by tech sector strength and institutional hedging. Key risks include potential Bank of Israel intervention and renewed regional conflict.
Should Investors Look Beyond Their Core Portfolio
UBS outlines how investors can use 'satellite' strategies to complement core portfolios for risk mitigation, tactical growth, or long-term multi-generational objectives.
Use Equity Market Strength to Rebalance
UBS recommends rebalancing equity gains into bonds and structured products as the S&P 500 hits record highs, while shifting focus toward diversifying beyond US tech megacaps.