Calls
8
#274
Alpha Score 79.0
Nadia Lovell
UBS Global Wealth Management
Win Rate
85.7%
return
+16.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 16
$200.59
+9.7%
UBS favors the equal-weighted S&P 500 over the market-cap weighted index because mega IPOs could impact market concentration and help clients manage concentrated positions.
Equity Indexes
Long
Apr 16
$453.91
+21.8%
UBS remains positive on AI but selective, focusing on areas with proof of monetization such as semiconductors, semiconductor capital equipment, networking, and power-constrained areas in data centers.
Thematic ETFs
Long
Apr 16
$146.83
+17.8%
UBS has upgraded health care as a defensive area in response to market uncertainties.
Thematic ETFs
Long
Mar 06
$126.73
+42.0%
South Korean markets sold off aggressively due to fears over oil imports (Korea is a net energy importer). Lovell argues the sell-off is an overreaction. The core thesis for South Korea is memory chips/AI (Samsung/SK Hynix), which remains intact. The energy tax is painful but doesn't break the secular demand for memory. Long South Korea (EWY) as a contrarian play on the dip. Prolonged oil shock causes a global recession, crushing demand for electronics/chips.
South Korean markets sold off aggressively due to fears over oil imports (Korea is a net energy importer). Lovell argues the sell-off is an overreaction. The core thesis for South Korea is memory chips/AI (Samsung/SK Hynix), which remains intact. The energy tax is painful but doesn't break the secular demand for memory. Long South Korea (EWY) as a contrarian play on the dip. Prolonged oil shock causes a global recession, crushing demand for electronics/chips.
Equity Indexes
Long
Aug 19
$93.23
-1.1%
The 10-year Treasury yield is unlikely to sustain a move to 5%; UBS expects yields to fall back to about 4.25% by year-end and 4% by mid-next year, supported by Treasury buybacks and strong earnings conditions.
Bonds & Rates
Long
Apr 16
$61.04
+4.0%
UBS has upgraded defensive areas such as Switzerland due to geopolitical uncertainty, viewing it as a safe-haven market.
Equity Indexes
Long
Apr 16
$116.87
-
UBS remains positive on AI but selective, focusing on areas with proof of monetization such as semiconductors, semiconductor capital equipment, networking, and power-constrained areas in data centers.
Thematic ETFs
Long
Apr 16
$151.52
+22.7%
UBS remains positive on AI but selective, focusing on areas with proof of monetization such as semiconductors, semiconductor capital equipment, networking, and power-constrained areas in data centers.
Thematic ETFs
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Nadia Lovell has 8 trade ideas tracked on Buzzberg across 8 tickers since March 2026. Ranked #274 on the Buzzberg Alpha leaderboard. Most covered: SMH, SPY, XLV.
