What are your clients asking of you right now? The sand is shifting, there are many things to worry about. What's your best piece of advice?
Francine Lacqua
Beatriz Martin-Jimenez
Markets are difficult to navigate but clients show strong net inflows and remain supportive, seeking to participate in robust markets and open to advice.
The big force is AI and valuations. Are you expecting valuation and credit corrections?
Francine Lacqua
Beatriz Martin-Jimenez
Valuations are strong in credit and AI but supported by strong cash flow generation and capital expenditures funded through cash flow, indicating continuation.
Where do you see the biggest opportunities, especially in Europe?
Francine Lacqua
Beatriz Martin-Jimenez
UBS is strong in Europe with presence across 22 countries; Europe remains important with expected growth, healthy M&A pipeline, and opportunities especially in Germany's defense and infrastructure investments.