Core Insights - The current investment landscape is characterized by difficulty in finding fairly priced asset classes, leading clients to focus on downside risk and maintain cash reserves for potential market corrections [1][2] - Diversification is a key strategy for clients to avoid overexposure to any single sector, including popular areas like gold and AI, as they brace for potential market corrections [2][3] - The complexity of the macroeconomic and geopolitical environment is prompting investors to seek prudent diversification strategies [3] Private Credit Insights - There have been notable issues in the private credit sector, particularly highlighted by recent collapses, which raise concerns about the overall health of this asset class [3][5] - Despite the challenges, private credit remains crucial for asset allocation and economic funding, with most of it being of good quality, although some areas may be vulnerable to economic downturns [6][7] - Currently, there are no signs of systemic stress in private markets, and the industry is focused on helping clients manage losses while navigating the evolving landscape [5][7]

Third quarter 2025 Financial results 29 October 2025 Important information Forward-looking statements: This presentation contains statements that constitute "forward-looking statements", including but not limited to management's outlook for UBS's financial performance, statements relating to the anticipated effect of transactions and strategic initiatives on UBS's business and future development and goals. While these forward-looking statements represent UBS's judgments, expectations and objectives concerni ...

Core Insights - Profit was significantly boosted by fees from wealthy clients and corporate dealmaking, along with the release of litigation provisions [1] Group 1 - The increase in profit is attributed to the engagement with wealthy clients, indicating a strong demand for financial services among high-net-worth individuals [1] - Corporate dealmaking has played a crucial role in enhancing profitability, suggesting an active mergers and acquisitions environment [1] - The release of litigation provisions contributed positively to the profit figures, reflecting a potential decrease in legal risks or settlements [1]

UBS said third-quarter net profit surged 74% to $2.5 billion, handily beating expectations as revenues climbed amid financial market volatility caused by global tariff turmoil. ...

Core Viewpoint - UBS Group reported a net profit attributable to shareholders of $2.48 billion in the third quarter, significantly exceeding analysts' average estimate of $1.29 billion [1] Financial Performance - The reported net profit of $2.48 billion represents a strong performance compared to the analysts' expectations [1]

Core Insights - UBS reported a third-quarter net profit of $2.5 billion, a 74% increase from $1.43 billion year-over-year, exceeding analyst expectations of $1.85 billion [1] - The bank's third-quarter revenues reached $12.76 billion, slightly above the anticipated $12.68 billion [2] - UBS is in the process of integrating Credit Suisse, with completion expected by the end of next year [2] Regulatory Environment - UBS faces a potential increase in mandatory capital requirements as the government aims to mitigate risks following Credit Suisse's collapse [3] - The bank expressed disagreement with the proposed "extreme" increase in capital requirements while supporting most regulatory proposals [3] Market Performance - UBS shares have risen over 11% year-to-date [3]

Core Insights - UBS reported an excellent financial performance for Q3 2025, driven by strong momentum in core businesses and disciplined execution of strategic priorities [1] - The company experienced robust activity from private and institutional clients, with invested assets reaching nearly 7 trillion [1] - A strong balance sheet is highlighted as a key pillar of UBS's strategy, enabling investments in talent, technology, and capabilities [1]

Um, for more on tomorrow's Fed decision, let's bring in Evan Brown of UBS. He is the head of multi-asset strategy. Evan, great to see you again.Um, what do you make of where we are in the markets right now given the backdrop we just laid out. >> Yeah, I mean, I think it's uh it first of all, it's a strange economy right now. We're talking about that that GDP is is uh quite strong with the labor market is is soft and we're waiting to see how that will will evolve.But the soft labor market is what's getting t ...

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Making Waves on Wall Street. On October 21, UBS reiterated its Buy rating on the stock with a price target of $380.00. The rating follows analyst Karl Keirstead’s attendance at Oracle’s AI World event. As per UBS analysis, several key observations were made through customer and partner interactions at the event. Unlike previous gatherings, customers at the event articulated their intentions to grow their Oracle investments. Meanwhile, partners also re ...

HDFC Bank Ltd., India’s largest private-sector lender, has put two senior executives on gardening leave amid a probe after customers alleged mis-selling of Credit Suisse securities, according to people familiar with the matter.The bank took the step over the last few months with the employees, who were at the centre of the allegedly disputed trade of Credit Suisse’s Additional Tier-1 bonds, the people said, asking not to be identified discussing confidential matters.In response to Bloomberg queries, an HDFC ...