HOUSE_OVERSIGHT_025261.jpg
2.39 MB
Extraction Summary
1
People
3
Organizations
2
Locations
5
Events
1
Relationships
6
Quotes
Document Information
Type:
Financial research report / investment strategy document
File Size:
2.39 MB
Summary
This is a page from a UBS financial strategy report titled 'US equities' focusing on market preferences for late 2012 (implied by references to QE3 and the Fiscal Cliff). It analyzes the S&P 500, provides positive and negative market scenarios, and offers tactical sector recommendations (favoring IT, Industrials, and Consumer Staples). The document includes a Bates stamp 'HOUSE_OVERSIGHT_025261', indicating it was obtained during a congressional investigation.
People (1)
| Name | Role | Context |
|---|---|---|
| Markus Irngartinger | CIO asset class specialist |
Listed as the contact person for further information at UBS.
|
Organizations (3)
| Name | Type | Context |
|---|---|---|
| UBS |
Authoring financial institution of the report.
|
|
| The Fed (US Central Bank) |
Mentioned regarding monetary policy and quantitative easing (QE 3).
|
|
| House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT' indicating the document was part of a congressional inquiry.
|
Timeline (5 events)
Locations (2)
| Location | Context |
|---|---|
|
Primary focus of the equity market analysis.
|
|
|
Mentioned in the negative scenario regarding debt crisis.
|
Relationships (1)
Listed as CIO asset class specialist for UBS with a UBS email address.
Key Quotes (6)
"Preference: overweight"Source
HOUSE_OVERSIGHT_025261.jpg
Quote #1
"We keep our preference for US equities relative to other developed equity markets."Source
HOUSE_OVERSIGHT_025261.jpg
Quote #2
"The debate around the fiscal cliff implies increased uncertainty over the coming months."Source
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Quote #3
"We continue to like IT. The sector trades at the lowest valuation multiples seen since the early 1990s."Source
HOUSE_OVERSIGHT_025261.jpg
Quote #4
"Positive scenario S&P 500 (6-month target): 1,700"Source
HOUSE_OVERSIGHT_025261.jpg
Quote #5
"Negative scenario S&P 500 (6-month target): 1,250"Source
HOUSE_OVERSIGHT_025261.jpg
Quote #6
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