UBS retains No.1 research mantle
The closely watched East Coles survey, exclusive to BusinessDay, shows UBS retained its top spot among nearly 50 broking houses in the rankings of overall research. This is a position it has held for several years, dominating specific sectors from banking to diversified minerals to gaming. It also dominated contested institutional trading rankings, including top equities house and capital markets. Other top contenders for equities research include Deutsche Bank and Macquarie.
To compile the rankings, East Coles surveyed the nation's biggest fund managers, which collectively oversee nearly $50 billion in stock investments. The managers were asked to name the stockbroking teams they considered their most important sources of advice on investments in more than 20 sectors, including economics.
UBS banking analyst Jonathan Mott retained the top spot as banking analyst; Deutsche Bank's Paul Young was ranked top metals and mining analyst. Citi's Craig Woolford was voted best retail analyst and Morgan Stanley's Andrew McLeod best media analyst. Scott Haslem topped the rankings as best market economist while Macquarie's Tanya Branwhite was voted best strategist. JP Morgan's Stuart Jackson took out best food and beverages analyst and UBS' James Coghill best insurance analyst.
Among the mid-tier stockbrokers, BBY was ranked No.1 in equities research and Taylor Collison as having the best equities desk.
Reports by analysts are designed to give the fund manager clients of a broking house an edge in their approach to allocating billions of dollars of investments. Some analysts even compile proprietary data, commissioning surveys of bank customers, or the pricing of insurance policies around the country to find early trends in a particular industry.
Some analysts are influential over sentiment surrounding stocks.
See full results at theage.com.au/business
2013 EAST COLES FINANCIAL MARKETS AWARDS
Best Equities Research
UBS
Top Analysts
BANKS Jonathan Mott, UBS
METALS & MINING
Paul Young, Deutsche
RETAIL
Craig Woolford, Citi
REAL ESTATE
Paul Checchin, Macquarie
FINANCIAL SERVICES
Nigel Pittaway, Citi
MEDIA Andrew McLeod,
Morgan Stanley
TELECOMMUNICATIONS
Richard Eary, UBS
UTILITIES William Allott, CBA
TRANSPORT
Simon Mitchell, UBS
STEEL
Emily Behncke, Deutsche
FOOD & BEVERAGES
Stuart Jackson, JPMorgan
GAMING
Sam Theodore, UBS
Frequently Asked Questions about this Article…
The East Coles survey found UBS retained the No.1 spot for overall equities research, beating nearly 50 broking houses. UBS dominated several sectors (including banking, diversified minerals and gaming) and topped contested institutional trading categories such as equities house and capital markets.
East Coles surveyed the nation's biggest fund managers — who collectively oversee nearly $50 billion in stock investments — and asked them to name the stockbroking teams they view as most important across more than 20 sectors (including economics). The results were published exclusive to BusinessDay.
The awards listed leading analysts by sector, including Jonathan Mott (UBS) for banks; Paul Young (Deutsche Bank) for metals & mining; Craig Woolford (Citi) for retail; Andrew McLeod (Morgan Stanley) for media; Scott Haslem as best market economist; Tanya Branwhite (Macquarie) as best strategist; Stuart Jackson (JPMorgan) for food & beverages; and James Coghill (UBS) for insurance, among others named in the survey.
Among mid‑tier brokers, BBY was ranked No.1 in equities research while Taylor Collison was recognised as having the best equities desk.
According to the article, analyst reports are designed to give fund manager clients an edge when allocating billions of dollars. Analysts may compile proprietary data — for example, customer surveys or insurance pricing checks — to spot early trends in an industry, information that can influence investment decisions.
The article notes that some analysts are influential over sentiment surrounding stocks. By publishing research, sector views and proprietary survey data, analysts can shape fund managers’ opinions and therefore broader market sentiment.
The article directs readers to see the full results at theage.com.au/business for the detailed East Coles Financial Markets Awards listings.
Yes — these were the 2013 East Coles Financial Markets Awards, and UBS won the award for Best Equities Research.
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