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As growth turns higher, leading indicators remain flat

Markets have rallied amid better-than-expected economic data, but leading indicators show little optimism. This week’s chart looks at the growing gap.

Q3 2023 Economic outlook: Sailing into the slowdown

Concerns of a recession may feel far-fetched but headwinds are gathering. How can investors plan ahead?

Tech-heavy market accentuates stocks’ rich valuations

Overconcentrated and expensive? This week’s chart looks at valuations on the top 10 S&P stocks vs. the full index.

Q3 2023 Corporate credit outlook: Can the good times roll?

Markets have displayed almost unwavering strength year to date (YTD). Fundamentals remain sound, but challenges await.

Head to Head: A conversation with Rachel Gottlieb, Managing Director at UBS

Co-Heads of Distribution Kirsten Pickens and Ryan Robertson share their conversation with Rachel Gottlieb, a Managing Director at UBS.

Q3 2023 Commercial real estate outlook: Are we there yet?

Will the CRE correction continue until prices normalize or is the downturn taking us for a bumpier ride?

Credit market commentary: June 2023

Driven by stronger than expected economic data in June, credit markets turned higher as senior secured loans returned 2.26% while high yield bonds returned 1.63%.
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