{
Claudia Panseri

People

}
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UBS Highlights Mixed Outlook for Technology Stocks Amid Market Lagging

Claudia Panseri, head of investments at UBS, highlighted mixed prospects for technology stocks, which have underperformed compared to European equities. While the global tech index rose 5% this year, only Microsoft and Meta Platforms from the "BATMAAN" group saw gains, leaving valuations reasonable with a forward P/E ratio around 23.
Le Figaro Bourse
Nvidia Corporation Broadcom Inc. Microsoft Corporation Corp. Apple Inc. Alphabet Inc. Amazon.com Inc. CHE USA Claudia Panseri Show more
Finance & Economy, Market Report
09:54 23.05.2025

ubs optimistic on equities despite us election uncertainty

UBS remains optimistic about global equities despite the US election's volatile rhetoric, viewing them as attractive even amid electoral uncertainty. Claudia Panseri, Chief Investment Officer of UBS France, notes that while election outcomes may cause short-term currency volatility, a Trump victory could lead to a temporary US dollar rebound, though the dollar is expected to depreciate in the medium term due to potential tariffs harming the US economy more than its trading partners.
Boursorama
United States Dollar UBS AG Claudia Panseri
TradFi, Market Report
16:09 04.11.2024

ubs optimistic on equities despite us election uncertainty

UBS remains optimistic about global equities despite the uncertainty surrounding the US elections. Claudia Panseri, Chief Investment Officer of UBS France, notes that while election outcomes may cause short-term currency volatility, a Trump victory could lead to a temporary rebound in the US dollar. However, she believes that tariffs proposed by Trump would ultimately harm the US economy, resulting in a depreciation of the dollar and lower US yields in the medium term.
Funds Magazine
United States Dollar UBS AG Claudia Panseri
TradFi, Market Report
16:09 04.11.2024
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