Shows / UBS Trending
UBS Trending
Tune in to UBS Trending for conversations with analysts, influencers and market experts
Episodes
- UBS Trending
Reading the economic room
Markets are moving fast, but not always in the same direction. Rate cuts, near daily highs, and policy pivots, it’s a lot to keep up with. So what’s noise, and…
- UBS Trending
Making sense of Fed moves and markets
From the Fed’s latest rate cut to surprising trends in equities and bonds, investors may be scratching their heads. Tune in to find out what you need to know…
- UBS Trending
Credit moves and mortgage rate lows
As we approach year-end, what’s next for credit markets, and with mortgage rates at their lowest in a year, will high-quality bonds remain in favor?
- UBS Trending
Economic crossroads with Dr. David Kelly
As we wrap up 2025, what have been the biggest forces shaping the economy and what surprises might 2026 have in store? How might central bank decisions and…
- UBS Trending
Business minded, market ready
As we head into the last few weeks of 2025, what does the economic picture look like for business owners? How does one navigate stocks near record highs, a Fed…
- UBS Trending
AI - Appetite for consumption
Artificial intelligence is everywhere and it’s demanding more power, more real estate, and more metal. As an investor, how should you be thinking about…
- UBS Trending
UBS Trending Extra: 3Q earnings season preview
3Q earnings season looks strong not spooky! Profits may rise10%, beating forecasts. Lower tariff risks, Fed rate cuts, and solid AI trends support our US…
- UBS Trending
Not your parents' emerging markets
Emerging Markets are in the spotlight. What’s driving renewed optimism in the space? Is tech the game changer? Which regions are set to lead? How can investors…
- UBS Trending
Health care’s new era - Longevity and innovation
Health care… from policy shifts to demographic trends, the sector is undergoing a transformation that’s capturing investor attention. As longevity becomes a…
- UBS Trending
UBS Trending Extra: AI powering digital advertising
Curious where AI’s fuel comes from? Your attention powers the engine! Ad dollars from platforms like Meta and Alphabet drive smarter AI, making ads more…
- UBS Trending
Fixed Income: Rates, rallies, risks
As we enter the final quarter of 2025, how has fixed income performed, particularly with the impact of renewed Fed rate cuts? What about the housing market or…
- UBS Trending
Emerging Markets: Opportunity Amid Fed Rate Moves
As the Federal Reserve enters a rate-cutting cycle, what are the potential implications for emerging markets?
- UBS Trending
The Fed made a move…what’s next?
The Federal Reserve’s September meeting has wrapped and investors are watching closely for what comes next. How will the Fed’s decision to cut rates impact…
- UBS Trending
2Q Earnings in Hindsight
2Q25 earnings season is over. With profits beating estimates, what drove results, and what are our key takeaways for the second half of the year?
- UBS Trending
Calm in the markets
In the heart of New York, Central Park stays serene, and so do the markets. What explains this calm amid uncertainty, tariffs, and shifting federal spending as…
- UBS Trending
Alarm or attention?
On the surface, we’re seeing new record highs in the equity market. The S&P 500 and Nasdaq have been on impressive runs since Liberation Day. However, what’s…
- UBS Trending
Truth vs. clickbait
In today’s digital world, financial misinformation spreads faster than ever, fueled by social media, viral trends, and even the latest AI technology. So…
- UBS Trending
Planning for the 2025 tax break
Big changes are here for estate and business owners. The new tax law just rewrote the rules on gifting, deductions, and more. What should you do now to protect…
- UBS Trending
The impact of the weakening dollar
Year-to date, the USD has weakened 12% against the EUR which means European espresso costs a lot more now in dollar terms than it did just a few months ago…
- UBS Trending
Lower Volatility, What's Next?
The Fed held rates steady once again, signaling a cautious approach as economic uncertainty remains. But as volatility fades, investors are asking, is this the…
- UBS Trending
Policy convergence collide
There is a new reality in Washington, but for markets and the economy, uncertainty remains. With signature moves on tariffs and taxes set to take effect…
- UBS Trending
Importance of independence in central banks
Emerging markets have often been at the mercy of global rate cycles. But this time, EM central banks are leading the way—tightening early, taming inflation…
- UBS Trending
Sustainable Investing - Second-Half Outlook
The first half of the year in sustainable investing has been a whirlwind—policy shifts, market volatility, and a new administration that’s put sustainability…
- UBS Trending
Insight on future US taxes
With the ‘One Big, Beautiful, Bill’ now signed into law, American tax policy has entered a new era. Beyond the headlines, however, what’s the real story for…
- UBS Trending
2Q - The Summer of Earnings
2Q earnings season is underway—discover what’s driving market momentum, which themes are in focus, and what key topics investors are watching for.
- UBS Trending
Beyond the Bill – Tariffs, Taxes, and Trade
We’ve seen the headlines talking about what’s in the bill—now that the dust has settled, what really matters for investors and the economy? Which policies will…
- UBS Trending
Powell speaks, risk assets rally on
Markets have shrugged off uncertainty, but shifting yields, tariff talk, and fresh Fed signals suggest change ahead. From resilient risk assets to high-yield…
- UBS Trending
Is Brazil having its big break?
Brazil is gaining attention with structural reforms, expected rate cuts, and supportive global trends. But the key question remains - can this momentum truly…
- UBS Trending
The Now, Sustainably - Executive Orders
POTUS 47 administration used more executive orders in the first 100 days than any US president in the past 50 years. Tiffany Agard, CIO Sustainable and Impact…
- UBS Trending
The era of AI – Ep 9 – New energy, new era
This conversation with Julia Hermann takes us beyond the headlines and into the engine room of the AI revolution. As energy demands of AI data centers rival…
- UBS Trending
The rise of energy demand
Whether you are powering massive data centers or making shiny new electric vehicles, electrification is a sustainable way to accommodate this rise in energy…
- UBS Trending
Mega trend opportunities in the market
Markets have been anything but calm this year - volatility is back, headlines are on a 24-hour cycle and investors are scratching their heads wondering what to…
- UBS Trending
Women navigate the great wealth transfer
We’re diving into the latest Own your worth report from Women’s Wealth, shedding light on the real-life experiences of women navigating wealth transfers. What…
- UBS Trending
Have the markets been complacent?
Markets were whipsawing on just about every headline—tariffs, trade wars, and reshoring—but they have since calmed, with volatility now somewhat muted. Have…
- UBS Trending
June fixed income strategy and outlook
The U.S. economy faces new policies, global uncertainty, and a changing rate outlook. As yields climb and recession fears linger, how can investors position…
- UBS Trending
Is defense sustainable?
The sustainable investing world is facing a timely debate: should defense companies have a place in sustainability focused portfolios?
- UBS Trending
Why the historic sell-off for Munis?
With new legislation potentially on the horizon, and a Fed that is paying close attention to rates, how are municipal bonds positioned for what’s ahead?…
- UBS Trending
Can an annuity be right for me?
More than two-thirds of survey respondents say that annuities can provide peace of mind and help protect against equity risk. But why do only 1 in 7 investors…
- UBS Trending
The rising burden of US debt
Sovereign credit ratings have declined globally over 15 years. Amid fiscal challenges, the $27T US Treasury market remains the world’s benchmark—proof that “in…
- UBS Trending
Is It time to move cash off the sidelines?
With over $7 trillion in cash on the sidelines and rates near their peak, what’s the smart move for investors? We’ll look at the Fed’s charts, past cycles, as…
- UBS Trending
Summer of Mortgage-backed securities?
As 30-year mortgage rates near 7% and home prices climb, we explore the risks and opportunities in mortgage-backed securities. Why do you think these assets…
- UBS Trending
Reshaping trade, taxes, and markets
As the White House promotes its “one, big, beautiful” tax bill and while federal deficits could be approaching 7% of GDP, markets are constantly recalibrating…
- UBS Trending
Policymakers risk falling behind the curve?
After a period of underperformance, fixed income has staged a remarkable comeback—regaining more than half of losses since early April. What’s behind this…
- UBS Trending
POTUS 47 - Tracking the post-tariff trade
We are almost a month out post ‘Liberation Day.’ As we pass the 100 days of the second Trump administration, C-suite leaders and investors seem to be even more…
- UBS Trending
Tariffs impact on international economies
Just about everyone is in shock and tried to digest this regime change at the IMF World Bank meeting last week. Views were all over the place, and Alejo…
- UBS Trending
The era of AI: Digitalization of portfolios
In this episode, Sandy Kaul, Head of Innovation at Franklin Templeton, discusses AI and its relationship to client portfolios. What happens when they merge and…
- UBS Trending
Is market turbulence just the beginning?
The market's verdict so far has been harsh. Two critical questions emerge: Will they trigger a recession? And can the Federal Reserve respond effectively if…
- UBS Trending
Bare down or bear "down" market?
Bear market headlines are back in the spotlight following the latest tariff developments. While bear markets can be painful for investors with the S&P 500…
- UBS Trending
Current trade war through an EM lens
With US tariffs surging from 2.5% to 25%, global trade and investment flows face a historic restructuring. Through an Emerging Markets lens, how are these…
- UBS Trending
Tariffs go into effect…what’s next for fixed income?
The word 'uncertainty' appeared 16 times in the Fed Chair's latest press conference - a fitting soundtrack for today's economic landscape. Will the Fed pivot…
- UBS Trending
Are megatrends rewiring global markets?
AI, climate adaptation, and supply chain security aren't just buzzwords - they're reshaping how capital flows across borders and sectors. Why waiting for…
- UBS Trending
Tariffs - The questions no one is asking
April 2nd marks a key date for global trade policy. As nations prepare for new potential tariff measures, financial markets continue to adjust. How could these…
- UBS Trending
See what's inside the 2025 Entrepreneurs report
We’re at the midpoint of a decade that has brought solid economic growth and technological breakthroughs, but which also gave us a global pandemic and ongoing…
- UBS Trending
Women's wealth transfer could be the "perfect storm"
5 years from now, women will control 38% of investable assets – that’s $30 trillion in financial power. Is this the time for the SHEconomy?
- UBS Trending
The US economy and the market’s reactions
With government debt projected to reach 160% of GDP and interest rates expected to bottom out at 4% vs. 2% - has the market misjudged the economic impact of…
- UBS Trending
Economic tides are turning — who's vulnerable?
Today's markets might be experiencing their own slack tide — caught between strong fourth quarter growth and the potential headwinds of Trump's policies. While…
- UBS Trending
Big shift in energy production and export
Think of energy infrastructure as the circulatory system of the modern economy - invisible to most. As artificial intelligence accelerates electricity demand…
- UBS Trending
Will tariffs reshape the US economy?
While headlines focus on tariffs and trade tensions, there is another aspect to the story... reshoring. US companies are now looking to rebuild on American…
- UBS Trending
Is the foundation of the US economy shifting?
Credit stress is rising among younger Americans, tariff proposals could cost households over $2,000 annually and middle-income shoppers are showing new price…
- UBS Trending
Special Report: The era of AI
In this 7th episode of “The era of AI”, we have a conversation with Ankur Crawford, Executive VP and Portfolio Manager at Alger about DeepSeek. What is the…