Investors have adopted the most pessimistic outlook on European luxury stocks in years as the war in the Middle East threatens to delay a long-expected rebound in demand, according to UBS analysts https://t.co/NJfmiQSipl ...

Exclusive: Apollo’s John Zito called out “arrogance” in private markets, according to audio recordings of a recent discussion he had with UBS clients. Listen to exclusive excerpts from the conversation. https://t.co/i0ukvvg2gg ...

Compensation Overview - Julius Baer CEO Stefan Bollinger received a total compensation of 23.96 million Swiss francs ($30.31 million) for 2025, which includes replacement awards for forfeited variable pay from a previous employer [1] - Bollinger's salary at Julius Baer, excluding replacement awards, was 8.27 million Swiss francs for the previous year [2] - UBS CEO Sergio Ermotti's total compensation remained steady at 14.9 million Swiss francs amid ongoing banking reforms and criticism regarding high executive bonuses [2] Industry Context - Novartis CEO Vasant Narasimhan received a compensation package of 24.9 million Swiss francs for 2025, which has been labeled as "particularly excessive" by proxy advisory firm Ethos [3]

🇦🇺 ANZ🇨🇴 Bancolombia🇧🇲 Bermuda Monetary Authority🇫🇷 BNP Paribas🇧🇷 Central Bank of Brazil🇩🇪 Deutsche Börse🇦🇪 Emirates NBD🇬🇧 FTSE Russell🇭🇰 Hong Kong Monetary Authority🇸🇬 Monetary Authority of Singapore🇯🇵 SBI🇧🇪 Swift🇨🇭 UBS🇺🇸 U.S. Department of Commerce+ many more.LINK the world 🌐 ...

Core Viewpoint - EOG Resources, Inc. is currently considered one of the best oil stocks to buy, with multiple analysts raising their price targets due to anticipated cash flow benefits from ongoing geopolitical tensions and market conditions [1][2]. Group 1: Analyst Ratings and Price Targets - Barclays raised the price target for EOG Resources to $140 from $133, maintaining an Equal Weight rating, citing underappreciated cash flow tailwinds for the exploration and production group [1]. - UBS increased its price target for EOG Resources to $158 from $149 and reaffirmed a Buy rating, indicating that prolonged Middle East conflict and potential gas supply disruptions are likely underpriced by the market [2]. Group 2: Company Operations - EOG Resources, Inc. is involved in the exploration, development, production, and marketing of natural gas and crude oil, with operations segmented into the United States, Trinidad, and Other International regions [3].

Core Viewpoint - Lazard, Inc. is identified as one of the most undervalued financial stocks to buy, despite recent price target reductions by major banks [1][2]. Group 1: Price Target Adjustments - UBS lowered its price target for Lazard to $48 from $59 while maintaining a Neutral rating [1]. - Goldman Sachs reduced its price target to $46 from $53 and kept a Sell rating, citing a year-over-year increase in investment banking volumes of about 4% but noting potential negative growth due to geopolitical uncertainties [2]. Group 2: Financial Performance - As of February 28, 2026, Lazard reported preliminary assets under management (AUM) of approximately $277.7 billion, which included $8.9 billion in market appreciation and $4.2 billion in net inflows, offset by $0.8 billion in foreign exchange depreciation and a $1.5 billion decrease from the sale of its stake in Edgewater Funds [3]. Group 3: Company Overview - Lazard operates as a financial advisory and asset management firm across various regions, including the Americas, Europe, the Middle East, Africa, and the Asia Pacific, through its Financial Advisory and Asset Management segments [5].

Core Viewpoint - Viatris Inc. (NASDAQ:VTRS) is recognized as one of the best stocks under $20 to buy according to hedge funds, with recent price target increases from UBS and BofA indicating positive market sentiment towards the company [1][3]. Group 1: Price Target Adjustments - UBS raised its price target on Viatris from $18 to $20 while maintaining a Buy rating, citing the company's achievement of cost-saving targets and fiscal year 2026 guidance exceeding analysts' expectations [1]. - BofA increased its price target from $10 to $12 but maintained an Underperform rating, reflecting a cautious outlook despite acknowledging the company's cost-cutting efforts [3]. Group 2: Cost-Saving Initiatives - Viatris plans to achieve approximately $400 million in net cost reductions over three years, with about half of the savings expected to come from lowering the cost of goods sold [3]. - UBS believes that the upcoming investor event on March 19 could provide a foundation for long-term mid-single-digit revenue growth targets, supported by the company's cost-saving initiatives [2]. Group 3: Growth Potential - UBS anticipates that Viatris can deliver EPS growth at a compound annual growth rate in the teens during its next growth phase, which could lead to a higher valuation multiple for the stock [2]. - The company's focus on providing access to generic and brand-name medicines across various therapeutic areas positions it well for future growth [4].

MATT: GOOD THURSDAY MORNING. 30 MINUTES LOOKING AT CASH TRADE WITH FUTURES DOWN ACROSS THE BOARD. DANI: BLOOMBERG OPEN INTEREST STARTS NOW.IRAN ESCALATES ATTACKS ON ENERGY ASSETS PUSHING OIL PRICES HIGHER WITH THE BRAND BRIEFLY TOPPING $100 A BARREL AND CRACKS IN PRIVATE CREDIT MARKETS WIDEN AS WALL STREET TITANS WARN OF ECHOES OF 2008. MATT: RESULTS FROM DICK’S SPORTING GOODS AND HOW CONSUMERS ARE HOLDING UP UNDER ECONOMIC PRESSURE. DANI: THE TWO THINGS CAPTURING THE MARKET'S MIND ARE ENRON AND PRIVATE CRE ...

JPMorgan and UBS cut ties with the investment firm that was raided by authorities during a probe into alleged insider dealing in Hong Kong https://t.co/AW4nJeNp7E ...

Core Insights - The beverage alcohol industry has faced pressure on both top and bottom lines over the past several years [1] - Molson Coors Beverage Company has introduced the Horizon 2030 strategy to navigate current challenges and aim for consistent growth [1] Company Overview - Rahul Goyal serves as the President and Chief Executive Officer of Molson Coors Beverage Company [1] - Tracey Joubert is the Chief Financial Officer of the company [1] Conference Details - The UBS Global Consumer and Retail Conference is being held in New York City [1] - The session includes a 45-minute Q&A format with the executives of Molson Coors [2]