海外研报

Where are the opportunities in private credit? UBS House View Briefcase

Recent developments in private credit suggest investors need topay closer attention to borrower stress, choose the right managers,

FX Fair Value Update

The USD saw its long-term fair value increase across the board in Q224according to our G10 VALFeX fair value model. The bounce came on the

GS--Xometry Inc. (XMTR): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted Co-Founder & CEO Randy Altschuler and CFO James Miln atthe Communacopia + Technology Conference.

GS--ADT Inc. (ADT): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: ADT has streamlined the business over the past year to focus onresidential security monitoring with the divestiture of its commercial business and

GS--Alphabet Inc. (GOOGL): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We highlight a few key takeaways from our conversation: 1) Publiccloud market remains in the early stages of growth & penetration driven by newer

GS--Altice USA Inc. (ATUS): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) Altice remains optimistic that itsstrategic and operational changes will lead to improvement and stabilization in core

GS--Aptiv Plc (APTV): 2024 Communacopia + Technology Conference — Key Takeaways

Presenters: Kevin Clark, Aptiv’s Chairman & CEO as well as Joe Massaro, thecompany’s Vice Chairman & CFO presented at the conference.