Shows / UBS Trending
UBS Trending
Tune in to UBS Trending for conversations with analysts, influencers and market experts
Episodes
- UBS Trending
Professor Siegel on the state of the US Markets
From the rise of DeepSeek to the uncertain impact of tariffs, 2025's market landscape is challenging historical patterns. Are we witnessing a fundamental shift…
- UBS Trending
What's next with hedge funds in 2025?
After a decade of being overshadowed by passive investing, hedge funds are showing signs of a renaissance. They provided better diversification than bonds and…
- UBS Trending
The Now, Sustainably – Ep 3
Here’s a headline that we’ve seen a lot in the news recently – “European regulators make U-turn on corporate sustainability rules.” Taking a look at the…
- UBS Trending
Possible shift in fixed income, inflation, and the Fed?
Treasury yields are falling, inflation concerns are giving way to growth worries, and agency mortgage-backed securities are delivering 5.75% yields with AAA…
- UBS Trending
Why bother investing beyond the US?
After fifteen years of dominance by US markets European and emerging markets suddenly began outperforming, with China leading the charge. Is this just a…
- UBS Trending
4th quarter earnings season wrap-up
While the earnings backdrop remains solid, we think that investors should be prepared for some potential near-term volatility in markets.
- UBS Trending
Rick Rieder on the Fed, markets, and the economy
Two years in a row of 20%-plus market returns, AI's productivity revolution, and a fundamental shift in the relationship between stocks and bonds. How is the…
- UBS Trending
Trump, tariffs...and the peak of gold
As Trump's tariff plans send economic shockwaves through global markets, gold is quietly staging one of its most impressive rallies. From inflation concerns to…
- UBS Trending
The ever-changing NIL landscape
Since Name, Image and Likeness (NIL) launched in 2021, there has been a flurry of activity. This year it’s estimated to be $2.5B. With all of this increased…
- UBS Trending
The Now, Sustainably - Ep. 2
President Trump announced the first ever national energy emergency in the U.S. This executive order is designed to support energy production and infrastructure…
- UBS Trending
AI policy, power demand and political reality
AI is driving unprecedented electricity consumption, while renewable energy's role is expanding amid White House executive orders. So, how could AI…
- UBS Trending
Will you be impacted by the Social Security Fairness Act?
For decades, government employees in states like Colorado and California faced unique Social Security restrictions. Now, as survivor benefits expand and…
- UBS Trending
The state of fixed income (so far)
While headlines continue to focus on Trump's first weeks in office, another story is unfolding in fixed income. The 10-year Treasury yield flirts with 5% and…
- UBS Trending
How to have a “No judgement zone” when budgeting
Every dollar we earn presents a choice: spend it now, or save it for later? We all know that saving for tomorrow can have huge benefits, but many of us…
- UBS Trending
Curb your enthusiasm for US stocks?
Markets entered 2025 with a familiar story - tech giants leading the charge. But beneath these soaring valuations, a more complex picture is emerging. As bonds…
- UBS Trending
The new rules of investing
The unprecedented developments in world affairs and demographics, and the consistent changes in technology, are turning the “established” rules of investing on…
- UBS Trending
Impact on EM with looming trade and tariff policies
Trade uncertainty is making headlines. With proposed tariffs on China, which could be as high as 60%, and tariffs on other emerging market countries, how could…
- UBS Trending
2025 might be a challenge year
With lingering uncertainty and volatility since the start of the year, investors are continually questioning the market’s path and overall opportunities. So…
- UBS Trending
The roaring 20s meets Trump 2.0
The world is embracing the incoming year of the Snake, a time usually marked for change and renewal. For business owners, the post-election environment has…
- UBS Trending
Are you ready for Family Office 3.0?
The story of family offices reads like a tech evolution - from 1.0's DIY solutions to 2.0's infrastructure boom. But 3.0? That's where it gets interesting…
- UBS Trending
Post-inauguration recap - what might happen to the markets
Trade wars, tariff threats, and trillion-dollar tax cuts - Trump 2.0's economic agenda is taking shape. But here's what markets might be missing: 2025's…
- UBS Trending
The Now, Sustainability
Major asset managers are leaving climate agreements. However, with the data showing continued inflows to sustainable funds, what does this mean for the future…
- UBS Trending
Let’s talk about money: Unleashing the power of compounding
Learn how even small, regular investments can grow exponentially over time, much like a snowball gaining momentum down a hill. Start early to maximize your…
- UBS Trending
4Q earnings preview
The 4Q earnings season is just getting started. What should you be paying attention to as we receive results from the final quarter of 2024?
- UBS Trending
Is this the Goldilocks labor market?
Last Friday’s labor report was overall better than expected. With the labor market strong, and little progress on core inflation in recent months, will that…
- UBS Trending
Is this the Goldilocks labor market?
Last Friday’s labor report was overall better than expected. With the labor market strong, and little progress on core inflation in recent months, will that…
- UBS Trending
Fixed income's plot twist for 2025
Cash yields are falling, spreads are tightening, and investors face a crucial decision. How are we going to navigate fixed income's new landscape in 2025?
- UBS Trending
10 expectations for SI in 2025
As politics shift and ESG debates rage on, the smart money is telling a different story. Impact investing has hit $1.6 trillion, while water investments surge…
- UBS Trending
The era of AI - episode 6 - Healthcare
In this 6th episode of “The era of AI”, we have a conversation with Agustin Mohedas, Portfolio Manager and Research Analyst at Janus Henderson about AI in…
- UBS Trending
What does Trump’s election win mean for business owners?
Trump's return to Washington promises an economic rush - tax cuts, spending plans, and consumer relief. But there's a catch: an $8 trillion addition to our…
- UBS Trending
What might Trump's first 100 days look like?
The United States is readying itself for Donald Trump’s second turn at bat, returning to the White House this coming January. With cabinet picks arriving at…
- UBS Trending
Markets of opportunity
With the uncertainty around the US election now behind us, investors are looking for the next opportunity. With an accommodative Fed, a tech rally that doesn’t…
- UBS Trending
The “red sweep” and fixed income for the year ahead
With the US election now behind us, and a new year quickly approaching, many fixed income investors are curious as to what the road ahead has in store for…
- UBS Trending
Why 2025 could belong to smaller companies?
The Magnificent Seven have captured 90% of this year's returns, creating one of the most concentrated markets in history. But there is a different story - 2025…
- UBS Trending
Emerging markets in the Roaring 20s
While history remembers the 1920s for unprecedented prosperity, it was also a time of upheaval. From world-class tech companies to rising economic powerhouses…
- UBS Trending
The era of AI - episode 5 - Jobs
This is the 5th episode of the series, “The era of AI.” We have a conversation with Poorya Ferdowsi at Bristol Gate Capital Partners about how AI is impacting…
- UBS Trending
Why savvy investors are eyeing the small and mid-cap space
Artificial intelligence isn't just transforming tech - it's creating a hidden boom in real estate. While markets chase AI headlines, savvy investors are eyeing…
- UBS Trending
Landscape for Emerging Markets post-US elections
With tariff and trade policies that could put unprecedented pressure on long-standing U.S. alliances, as well as a dovish Fed, could this pose growth and…
- UBS Trending
Impact of uncertainty on the markets
Following the US elections and the US Federal Reserve meeting last week, two major heavyweights for the market have been lifted. But does that mean investors…
- UBS Trending
The impact of muni bonds and the economy
For those of you who have been tracking markets post-election, you may have noticed that it has been a very active time for muni bonds, ending election week at…
- UBS Trending
Behind-the-scenes review for 3rd quarter earnings season
The busiest week of the 3Q earnings season has officially concluded—over three-fourths of the S&P 500 market cap has reported—and so far results have been…
- UBS Trending
Will the new administration keep the economy strong?
With the election and the November Fed meeting now behind us, what’s still uncertain is the path forward. As we have witnessed, inflation has been receding and…
- UBS Trending
Philanthropy and taxes - what to know
The Tax Cuts and Jobs Act introduced transformative changes to the U.S. tax code, many of which are set to expire at the end of 2025. It will impact us on many…
- UBS Trending
Are extreme weather events impacting real estate decisions?
We have all seen how extreme weather events can have a devastating impact on people’s lives and their property. Insurance premiums have risen in some markets…
- UBS Trending
The era of AI: episode 4 - The power of energy
This is the 4th episode of the series, “The era of AI.” We have a conversation with Joe Wilson, Lead Portfolio Manager US Technology at JP Morgan about how AI…
- UBS Trending
Are the stars aligning?
We are talking about Emerging Markets, and if things fall into place, is there a possibility that EM assets could perform well? With so many outliers right…
- UBS Trending
Life is happening…time to make a plan
John Lennon once said, “Life is what happens when you are busy making other plans.” That expression rings so true, especially when you are considering ways to…
- UBS Trending
The gift that keeps on giving
Gifting season is right around the corner. There are a number of ways to send monetary gifts or donations, and one of the ways is through a “Donor Advised…
- UBS Trending
The era of AI – episode 3 – Equities
This is the 3rd episode of the series, “The era of AI.” We have a conversation with Kevin Dennean, Equity Strategist, US Technology & Telecom at UBS about how…
- UBS Trending
“Political perception versus reality”
Less than 2 weeks away from the US elections, Paul Donovan, UBS Chief Economist gives his ‘perception versus reality.’ We are seeing a more pessimistic bias…
- UBS Trending
How are CEOs and investors reacting to the market?
As the US election draws nearer and more rate cuts by the Fed are expected, we look to business owners and seasoned investors for their reactions. From…
- UBS Trending
UBS Road to the Election: The bottom line
In its final days, the US presidential race couldn’t be tighter. Kurt Reiman, Head of Fixed Income, CIO Americas, advises worried investors not to vote with…
- UBS Trending
Impact of the election on climate policy
Less than 4 weeks until election day and there is so much unanswered. CIO breaks it down: How does the presidential election impact the Inflation Reduction Act…
- UBS Trending
UBS Road to the Election: China, trade, and the economy
If elected, how would Trump or Harris handle relations with China, including trade and tariffs? Robert Daly, Director of the Kissinger Institute on China and…
- UBS Trending
The era of AI – episode 2 – The infrastructure
This is the 2nd episode of the series – “The era of AI.” We have a conversation with Dan Flax, Global Research for Neuberger Berman detailing transformations…
- UBS Trending
Reshoring, dockworker strike and the US economy
With a US election on the horizon and a dockworker strike just beginning, reshoring has taken the spotlight. So, how does this all potentially affect the…
- UBS Trending
3 takeaways from New York Climate Week
Climate investment continues amid challenges; CIO shares thoughts after attending New York Climate Week events.
- UBS Trending
Estate tax exemption might change…now what?
The 2017 Tax Cuts and Jobs Act is currently set to expire at the end of 2025. The historically high “lifetime gift” and “estate tax exemption” that exists…
- UBS Trending
Goldilocks environment for credit
The ol’ saying is - “Good things come to those who wait.” But does waiting yield more attractive valuations for your portfolio, and does that lie in investment…
- UBS Trending
UBS Studios Recap: 9.20.24 – 9.27.24
Here is a recap of the past week from the latest on the Fed decision, market swings, emerging markets, and the election.