This report provides a list of high-conviction tactical equity picks across global markets, tracking open recommendations and benchmarking the performance of closed trades.
Key Takeaways
- 1.The report details active tactical equity recommendations across four global regions: Switzerland, EMEA, Americas, and APAC.
- 2.Year-to-date performance for closed tactical ideas shows an average absolute return of 1.8% and a relative performance of 1.4% against regional benchmarks.
- 3.New tactical entries for May 2026 include Fresenius Br (EMEA), Arista Networks (Americas), and Galaxy Entertainment (APAC).
Table of Contents
- Equities - Tactical Top Picks Overview
- Performance Overview of Closed Ideas - Year-to-Date
- Performance Overview of Closed Ideas - Full Year 2025
- Performance Overview of Closed Ideas - Since Inception
- Switzerland
- Europe
- Americas
- Asia-Pacific
- Appendix
- UBS Research Valuation & Risk Statements
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Authors
Unified Global Markets PMA Equity Sales
Securities
SCHP SWASML NAANET US1211 HK
Themes
Artificial Intelligence BeneficiariesPost-Earnings Momentum
Regions
EuropeNorth AmericaAsia PacificSwitzerlandUnited KingdomGermany