UBS Equities-Global Equity Strategy _Quantitative Framework Update_ Garth...-110308297

报告摘要

Global Research and Evidence Lab Each month, we update the three key parts of our quantitative framework: 1) Scorecards - Our individual scorecards rank sectors based on valuations, sensitivity to

核心要点

13 September 2024

报告信息

文件全名: 《UBS Equities-Global Equity Strategy _Quantitative Framework Update_ Garth...-110308297.pdf》
适合读者: 战略规划行业研究员
核心数据: rates to 1% by mid-25, outsized exposure to China) are problematic for Japan and
recent note where we stick to our Global MSCI AC World year-end target of 830 (+2%
sharply with the BoJ forecast to raise rates to 1% by mid-25). GEM moved up 1 place to
核心议题: AI

常见问题

《UBS Equities-Global Equity Strategy _Quantitative Framework Update_ Garth...-110308297》主要包含哪些内容?

Global Research and Evidence Lab Each month, we update the three key parts of our quantitative framework: 1) Scorecards - Our individual scorecards rank sectors based on valuations, sensitivity to核心数据:rates to 1% by mid-25, outsized exposure to China) are problematic for Japan and;recent note where we stick to our Global MSCI AC World year-end target of 830 (+2%;sharply with the BoJ forecast to raise rates to 1% by mid-25). GEM moved up 1 place to。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 34。

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这份报告适合哪些读者?

适合战略规划、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了AI等议题。