Shows / UBS Trending
UBS Trending
Tune in to UBS Trending for conversations with analysts, influencers and market experts
Episodes
- UBS Trending
2026 midterms: Markets and policy
As the US midterm elections approach, UBS experts explore potential policy scenarios, market implications, and what investors and business owners are watching.
- UBS Trending
A quarter to remember | UBS Trending Extra
Leslie breaks down why this year was “a quarter to remember”: why Treasury yields hit 2002 highs, what’s driving interest-rate volatility, and where she sees…
- UBS Trending
Why this market feels different
Capital Group's Martin Romo explains why today's market concentration, AI boom, and investment landscape may be unlike anything investors have seen before. To…
- UBS Trending
15-year high yields - Should I buy munis now?
With yields near multi-year highs, David Hammer of PIMCO explains the risks, opportunities, and investment themes shaping today's muni market. For more…
- UBS Trending
Looking where everyone else isn't
While investors remain focused on the Mag 7, small-cap value stocks could offer compelling opportunities. From AI-driven growth and manufacturing expansion to…
- UBS Trending
Navigating market concentration risk
When too much market momentum is carried by a handful of stocks, portfolios can become vulnerable when the winds shift. Learn why balance matters for staying…
- UBS Trending
Fed Rate Hike: Opportunity or Risk for EM?
Rising US rates have historically pressured emerging markets. So why are EM stocks and bonds outperforming today? UBS CIO's Alejo Czerwonko breaks down the…
- UBS Trending
Where AI goes from here | UBS Trending
We explore where AI may be headed, what could surprise investors, and how to separate long-term trends from short-term hype.
- UBS Trending
The bond market is talking
Are bond markets sending a warning? Leslie Falconio explains the surge in Treasury yields, the Fed outlook, credit spreads, and where fixed income investors…
- UBS Trending
UBS Road to the midterm elections: The future of Social Security explained
What does insolvency really mean? Watch and learn what could be ahead for Social Security, the policy choices lawmakers may face, and the potential…
- UBS Trending
Does Brazil's big vote mean bigger stakes?
UBS's Alejo Czerwonko discusses Brazil's election, mounting debt concerns, and why investors may want to look beyond the headlines. To watch this episode and…
- UBS Trending
The race for Congress | Road to the Midterm Elections
In this episode, we break down the key factors shaping the U.S. midterm elections, including inflation, voter enthusiasm, competitive Senate and House races…
- UBS Trending
Increasing rates. Is it 2007 all over again?
BlackRock's Rick Rieder discusses the 30-year Treasury yield’s highest level since 2007, where rates are headed, where the best opportunities in fixed income…
- UBS Trending
AI needs more power
AI, data centers, and electrification are driving a surge in power demand. Can the grid keep up? We discuss the opportunities and challenges ahead. For more…
- UBS Trending
Retirement planning for business owners
James Jack sits down with NewtekOne CEO Barry Sloane to discuss retirement planning, employee benefits, health care costs, and strategies that help business…
- UBS Trending
The rally broadens | UBS Trending
What happens when more sectors start participating in the rally? A resilient economy, AI investment, and a growing market are shaping the investment landscape…
- UBS Trending
High yield has entered the fast lane
High yield has upgraded its ride quality. With BB-rated issuers making up about 60% of the index, shorter duration, steady income, and lower default risk…
- UBS Trending
Decoding the Fed with the "real yield" story
Why are Treasury yields moving higher? UBS CIO's Leslie Falconio explains the bond market's reaction to the Fed, what rising real yields mean, and how…
- UBS Trending
The age of intelligent machines
Is the AI boom just getting started? Alger's Ankur Crawford discusses semiconductors, hyperscaler spending, robotics, and what sector will be the most…
- UBS Trending
Inside the US economy | UBS Trending Extra
The latest CEO Macro Briefing Book examines growth, inflation, rates, and policy risks. UBS CIO's Paul Hsiao explains what business leaders should know as…
- UBS Trending
Earnings momentum builds this Q2 | UBS Trending Extra
UBS CIO's Matt Tormey breaks down the key themes heading into second-quarter earnings season, including broad-based profit growth, improving manufacturing…
- UBS Trending
Have Emerging Markets become an AI trade?
Taiwan and Korea are powering a historic emerging markets rally fueled by semiconductors and AI. But with three chip companies outweighing entire countries…
- UBS Trending
UBS Road to the Midterm Elections: Policy, Fed, and what’s next
How will US midterm elections shape markets and policy? J.P. Morgan Asset Management’s Dr. David Kelly shares insights on divided government, fiscal gridlock…
- UBS Trending
UBS Road to the Midterm Elections: Policy, Fed, and what’s next
How will US midterm elections shape markets and policy? J.P. Morgan Asset Management’s Dr. David Kelly shares insights on divided government, fiscal gridlock…
- UBS Trending
Policy pressure, power and markets
PIMCO’s Libby Cantrill breaks down geopolitics, policy pressure, consumer impact, and what it means for markets and the midterm elections outlook.
- UBS Trending
UBS Trending Extra: Q1 Earnings—A True Team Performance
Corporate America delivered a championship-level Q1, with profit growth topping 17%—the fastest in four years. AI led the way, but strength was broad-based…
- UBS Trending
What the bond market is saying
A look at rates, the Fed, credit spreads and where fixed income opportunities may be emerging now.
- UBS Trending
Navigating markets in uncertain times
From energy prices to Fed policy and inflation fears, Invesco’s Brian Levitt breaks down key risks and what they mean for investors.
- UBS Trending
Will AI take jobs?
UBS Economist Andrew Dubinsky examines whether AI will cut jobs or boost growth, exploring labor risk, productivity gains, and lessons from past tech…
- UBS Trending
True conversations that shape legacy
How can families build trust, share values, and prepare for the future? UBS's Judy Spalthoff reveals the importance of open conversations amongst family…
- UBS Trending
How are Venezuela and Cuba positioned now?
Venezuela’s new leadership, debt talks, and US cooperation are reshaping the country—and maybe the region. Alejo Czerwonko explains what’s changed, what’s…
- UBS Trending
The future of resources… or the lack thereof
From the Strait of Hormuz to battery metals, resource risks and opportunities are changing fast. Paul Baiocchi breaks down what every investors need to know…
- UBS Trending
UBS Road to the Midterm Elections: Policy, markets, and what matters most
Tune into this timely discussion on the 2026 US midterm elections to explore what’s at stake, how policy shifts could affect markets, and what investors should…
- UBS Trending
Inside the Great Wealth Shift
With $83 trillion on the move, families face new challenges and opportunities. Libby Stantial with UBS reveals why the next generation is focused on…
- UBS Trending
UBS Trending Extra: Will the Iran War cause a recession?
Iran War is still in uncertainty while markets are moving aggressively—what’s driving the action? Paul Hsiao, Senior Asset Allocation, CIO at UBS breaks down…
- UBS Trending
UBS Trending Extra: Fertilizer & the Strait of Hormuz
Strait of Hormuz tensions, fertilizer supply, and spring uncertainty—discover how these forces could impact energy, agriculture, and investment opportunities…
- UBS Trending
The power of direct indexing
Direct indexing is changing the game for after-tax investing. We break down why taxes matter, how direct indexing works, and who can benefit most—plus the…
- UBS Trending
Focusing on what’s ahead in fixed income
UBS Head of Fixed Income, CIO Leslie Falconio joins Anthony Pastore to break down the latest on rates, spreads, quality in credit, and what a new Fed chair…
- UBS Trending
UBS Trending Extra: Tax cuts and gas prices
How much are tax cuts boosting household cash—and are higher gas prices taking it right back? UBS CIO Economist, Andrew Dubinsky breaks down the numbers, the…
- UBS Trending
Beyond the headlines—Private Markets
Private markets are still top of mind—even if they’re not in the headlines. Three experts join Anthony Pastore to break down the latest CIO report, address key…
- UBS Trending
UBS Trending Extra: Not your usual summer earnings report
UBS’s Matt Tormey delivers your earnings season “weather report”—from blue skies to possible storms, here’s what investors need to know now.
- UBS Trending
EM—Less volatile than you might think
Emerging markets are defying old stereotypes. Alejo Czerwonko from UBS CIO explains why EM volatility may be falling, how fundamentals are shifting, and what…
- UBS Trending
Is “Follow the Money” the right path?
Markets are moving on headlines, but what do the fundamentals say? Brian Mulberry explains how to cut through the noise, where to find opportunity in the AI…
- UBS Trending
Wrong time to get into the housing market?
US housing markets are shifting fast. Angel Oak Capital breaks down the latest data, from home prices to mortgage rates and supply trends. Are we headed for a…
- UBS Trending
A perfect equation for the volatile markets?
Markets are shifting under the weight of new risks and opportunities. Julia Hermann with New York Life explores what’s driving volatility—and how investors can…
- UBS Trending
The great muni reset
Volatility is back in municipal bonds. PIMCO’s David Hammer joins us to drive us through the trending headlines. Are munis a safe haven or a risk for investors…
- UBS Trending
Is software dead from a financial lens?
The headlines say AI is coming for software jobs and companies—but some people aren’t buying it. Are small-cap software firms at risk, or are they driving the…
- UBS Trending
Where to find stability in uncertainty
Markets have been on the move—volatility, shifting Fed expectations, and big moves in fixed income. As we wrap up the first quarter, what drove performance…
- UBS Trending
The great broadening in equities
It’s time to diversify concentrated positions—new sectors, global opportunities, and Main Street policies are driving the next wave of growth.
- UBS Trending
The Great Broadening
The Chief Investment Office at UBS believes both U.S. and global equities are attractive right now. But more importantly, it’s time to broaden your portfolio.
- UBS Trending
Policy, markets, risks in 2026
UBS CIO discusses how shifting policy, potential market bubbles, and midterm elections could shape the 2026 outlook for business owners and investors.
- UBS Trending
A new Fed era and the stakes ahead
UBS Trending dives into a volatile 2026 outlook as the Fed nominates a new chair, rates hold steady, yields break higher, and MBS momentum collides with…
- UBS Trending
The fine line between oil and geopolitics
Jay Dobson from the UBS Chief Investment Office breaks down what’s really driving today’s oil and energy markets. The conversation also looks at investor…
- UBS Trending
UBS Trending Extra: A pivotal year for sustainability
2025 brought major milestones—record policy shifts, booming AI and renewables, and sustainable investing topping $3.7tr. AI, renewables, and shifting climate…
- UBS Trending
Balancing opportunities in industrials for 2026
The industrial sector is now powering AI data centers, advancing automation, and driving aviation innovation. Explore how industrials are overcoming economic…
- UBS Trending
US economy: A tale of resilience
How resilient is the US economy heading into 2026? With household debt near multi-year lows and equity markets near record highs, what does this mean for…
- UBS Trending
Emerging Market 2026 expectations
As we look toward 2026, the global economy is evolving in ways that could reshape opportunities across emerging markets. Which markets are better positioned to…
- UBS Trending
Housing market in motion
The US housing market continues to be a focal point. With affordability under pressure, the dynamics of supply, demand, and pricing are shifting. Where do…
- UBS Trending
Fixed income outlook
With the Fed cutting this year and another move possible in December, how could the policy path look as we head into 2026? How might these shifts affect the…
- UBS Trending
The future of giving
Charitable giving has always been about making an impact but what happens when the rules change? Beginning in 2026, new tax laws will reshape how deductions…