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Timothy Shields Stanford
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Tim Shields - CPA with a Master’s Degree from Stanford University
Tim Shields - CPA with a Master’s Degree from Stanford University

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Interesting UBS review of the Chinese economy.  The always surging economic engine of China is poised for a pause in 2016.  UBS seeing slower growth in manufacturing and production, somewhat offset by stability in consumer spending.  The needle the Chinese government will have to thread, according to UBS, is between restructuring and short-term stimulus.  

--Tim Shields, UBS

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Sad news. UBS Chief Investment Office for the European region passed away unexpectedly this week.  He was only 48.  I'd met him a few times over the years.  Wonderful guy, charming and extraordinarily keen.  A wonderful asset to the UBS Management team in EMEA.  A tremendous loss to UBS and the finance community as a whole.  My condolences to his family and friends.

--Tim Shields, UBS

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UBS leading analyst predicting proposed oil merger will go through.  UBS' well recognized oil and energy analyst Angie Sedita writes that the merger is actually desirable from the point of view of the Department of Justice.  Developing a 'single viable competitor' is the term she uses.  Will be an interesting space to watch.

-- Tim Shields, UBS 

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UBS has released a significant brand overhaul.  Since the depths of the financial crisis, UBS has made a significant strategic change in clearly highlighting the Wealth Management business as core to the UBS brand.  The Investment Banking business, while still strong, is focusing on traditional banking services, and far less on the kinds of high volatility products and services that brought UBS to the bring in the 2007 - 2009 period.

The brand launch was accompanied by a significant internal marketing effort as well, which included globally transmitted video by the UBS Chairman and UBS Senior Leadership team.  There are also printed signs posted in UBS offices, and the UBS desktop design has changed as well.  

UBS hired famed photographer Annie Leibovitz to take the accompanying photos.  She visited the UBS Chicago office and it was quite the buzz.  Certainly a lot of fun, and we are looking forward to seeing those photos hit print, television, and the web.  

-- Tim Shields, UBS

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UBS has become a leading wealth manager in the Asia Pacific region. Assets under management have grown significantly for UBS in the past few years. Nice insight here into how the UBS wealth management practice has strengthened under the leadership of Kathryn Shih.

-- Tim Shields, UBS

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It is great to see UBS offering a socially responsible investment option.  I first heard of the term back at Stanford GSB, and there was genuine debate amongst my classmates whether socially responible investing was in fact... responsible.  The main concern was that investing is aimed at generating returns; whereas social goods are aimed at societal welfare.  I hope UBS is successful with this fund and is able to clearly demonstrate that smart investing and positive social change are not only not mutually exclusive, but complementary.

-- Tim Shields, UBS

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UBS had a very good second quarter for 2015.  Profits rose 53% over the same quarter last year.  What we are seeing is both a stabilization from the revenue volatility of recent years, as well as the positive impact of significantly hammering away at the cost base.  UBS has made a clear shift away from high stakes investment banking, now favoring the stability and global growth potential of the Wealth Management business.  

-- Tim Shields, UBS

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Tech sector rides high. Again. UBS has some suggested options for where to invest tech dollars itching for a home. Always fascinating to see which stocks seem to be under the radar even while the sector booms.

-- Tim Shields, UBS

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Hehe. A hilarious-- and informative-- view of Apple from UBS. For a long, long time, I've been wondering if Apple was overvalued.  I'd felt that it was a 'sexy' stock that people just liked to have, and would pay any price for, but that eventually it's true value would be acknowledged.  I guess I might say I thought Apple was its own bubble (a phrase I am stealing from a Stanford GSB colleague who was very familiar with Apple).

Well, UBS seems to think Apple is the real deal in technology, with still plenty of upside.  'Shake Shack'... that's a good one, UBS.

-- Tim Shields, UBS

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