HOUSE_OVERSIGHT_024163.jpg

2.75 MB
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Extraction Summary

2
People
4
Organizations
11
Locations
7
Events
2
Relationships
4
Quotes

Document Information

Type: Financial report / investment presentation slide
File Size: 2.75 MB
Summary

This document is a UBS investment outlook slide dated June 27, 2012, focusing on Emerging Market (EM) bonds with a recommendation to 'overweight.' It provides tactical and strategic advice, analyzing positive and negative economic scenarios, and lists specific upcoming dates for monetary policy announcements in various countries. The document bears a 'HOUSE_OVERSIGHT' stamp, indicating it was part of a document production for a congressional investigation.

People (2)

Name Role Context
Michael Bolliger CIO's asset class specialist
Listed as a contact for further information at UBS
Kilian Reber CIO's asset class specialist
Listed as a contact for further information at UBS

Organizations (4)

Name Type Context
UBS
Financial institution providing the analysis
JP Morgan
Provided data for the 'Room for tightening' chart
FOMC
Federal Open Market Committee mentioned regarding rate decision
US ISM
Institute for Supply Management mentioned regarding key dates

Timeline (7 events)

2012-06-29
Key policy rate announcement
Colombia
2012-07-04
Key policy rate announcement
Poland
2012-07-05
Key policy rate announcement
Malaysia
2012-07-11
Key policy rate announcement
Brazil
2012-07-12
Key policy rate announcement
Indonesia
2012-07-19
Key policy rate announcement
Turkey
2012-08-01
US ISM & FOMC rate decision
US

Locations (11)

Location Context
Mentioned in context of negative headlines affecting markets
US
Mentioned regarding treasury yields and growth
Mentioned as offering opportunities in local markets
Policy rate announcement on 29 June
Policy rate announcement on 4 July
Policy rate announcement on 5 July
Policy rate announcement on 11 July
Policy rate announcement on 12 July
Policy rate announcement on 19 July
Mentioned as a key market
Mentioned as a key market

Relationships (2)

Michael Bolliger Employee UBS
Listed as CIO's asset class specialist with a UBS email address.
Kilian Reber Employee UBS
Listed as CIO's asset class specialist with a UBS email address.

Key Quotes (4)

"Preference: overweight"
Source
HOUSE_OVERSIGHT_024163.jpg
Quote #1
"Emerging market (EM) bond spreads are currently higher than implied by fundamentals, and we think they offer attractive returns even against a more challenging global backdrop."
Source
HOUSE_OVERSIGHT_024163.jpg
Quote #2
"We advise clients to focus on investment grade bonds in the current environment."
Source
HOUSE_OVERSIGHT_024163.jpg
Quote #3
"EM bonds are attractive for longer-term investors looking for higher yields."
Source
HOUSE_OVERSIGHT_024163.jpg
Quote #4

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