Shows / UBS Trending
UBS Trending
Tune in to UBS Trending for conversations with analysts, influencers and market experts
Episodes
- UBS Trending
Investing in LatAm after the Fed decision
Latin America is home to some of the most exotic locations in the world. We’re talking about the economy, as there has been some rising interest since the US…
- UBS Trending
UBS Road to the Election: Investment survival guide
Investors looking to make portfolio changes ahead of the election should know it’s not about winners and losers, says Phil Orlando, Chief Equity Market…
- UBS Trending
US presidential election survey results are in
We surveyed nearly 1,000 HNW investors and 500 business owners and found both groups are more optimistic than four years ago but still seek help navigating the…
- UBS Trending
The aftermath of the Fed rate decision
The Fed cut rates by 50 basis points after a long stretch of monetary tightening. Now that the dust has settled, what was the impact? Was the rate cut a bit…
- UBS Trending
Digesting the Fed’s rate cut decision
It’s been over 900 days since the Federal Reserve first hiked interest rates in response to surging inflation, embarking on one of most aggressive…
- UBS Trending
UBS Road to the Election: Muni tax exemption risk
Will the election outcome affect municipal bonds tax exemptions? Perhaps. Whether Harris or Trump wins, there’s also a volatility risk for the muni market…
- UBS Trending
The Fed made a big move...now what?
The Fed cut for the first time since 2020 by 50bps, though some still believed it was only going to cut by 25bps. For the bond market, it isn't all about price…
- UBS Trending
Why Supreme Court ruled in favor of Connelly Case?
The recent ruling is significant and may impact companies’ buy-sell agreements and succession plans. Many owners may not be aware of the major implications the…
- UBS Trending
UBS Road to the Election: Markets in a tight race
What will markets look like heading into the election? Nadia Lovell, CIO Senior US Equity Strategist, weighs in on potential volatility and how the proposals…
- UBS Trending
The future of energy – part 1
Energy powers the global economy. It heats your home, powers your lights, fuels your transportation; and has improved human conditions across the globe over…
- UBS Trending
Will the price for Ozempic ever go down?
The “miracle drug”, aka GLP-1 or Ozempic, swept the world with a solution for weight loss and to fight diabetes. But now, after all that hype, the patents are…
- UBS Trending
The era of AI – episode 1 – The power sector
It was a breath of fresh air in Jackson Hole the other week as Powell aimed for rate cuts to end the year. Inflation has been receding and the job market has…
- UBS Trending
UBS Road to the Election: Inside the mind of a former Democratic staffer
What could a path to success look like for Kamala Harris? Patti Solis Doyle, Partner and Head of US Public Affairs, Brunswick Group, explores ways Harris could…
- UBS Trending
UBS Road to the Election: Inside the mind of a former Republican staffer
A successful campaign takes ideas, communication, and energy, says Lanhee Chen, Partner, Brunswick Group, who digs into the possible pathways to victory for…
- UBS Trending
The Fed and a new frontier
It was a breath of fresh air in Jackson Hole the other week as Powell aimed for rate cuts to end the year. Inflation has been receding and the job market has…
- UBS Trending
US presidential election survey results are in
We surveyed nearly 1,000 HNW investors and 500 business owners and found both groups are more optimistic than four years ago but still seek help navigating the…
- UBS Trending
UBS Road to the Election: Emerging markets in focus
The implications of the US election will reach beyond US borders, affecting emerging markets like Mexico, China, and India. Alejo Czerwonko, Chief Investment…
- UBS Trending
The data is in…
Following what has been a turbulent period in the markets, heading into this week all eyes were on economic data, spanning inflation to retail sales to the…
- UBS Trending
UBS Road to the Election: Spotlight on the Fed
Analyst expectations point to a Fed rate-cutting cycle that starts in September. Rich Clarida, Global Economic Advisor at PIMCO and former Vice Chair of the…
- UBS Trending
Let’s talk about Japan, the Yen, and the Carry Trade
The yen carry trade has been in headlines recently with some strategists citing the popular investment strategy as a reason for the volatility in global…
- UBS Trending
Don't let emotions get the best of your portfolio
During times of market volatility, many investors could get easily rattled and emotions can influence investor's behavior. For those of you who are new to…
- UBS Trending
Private markets ramping up speed...in sports
Have you ever considered investing in the sports industry? There is no denying the private markets have become more appealing for investors. But why?
- UBS Trending
UBS Road to the Election: Who is Tim Walz?
Kamala Harris has selected her running mate, but who is Tim Walz? Shane Lieberman, Senior Governmental Affairs Advisor, explores the Minnesota Governor’s…
- UBS Trending
UBS Road to the Election: Who is Tim Walz?
Kamala Harris has selected her running mate, but who is Tim Walz? The Office of Public Policy’s Shane Lieberman explores the Minnesota Governor’s background…
- UBS Trending
Is the Fed too late?
With the recent market sell-off reflecting growth concerns, a more pertinent question for policymakers should be, “can we avoid a recession?”
- UBS Trending
What's really behind the market's volatility?
If you’ve been paying attention, you’ve seen significant market volatility —sparked by the recent July jobs report —re-igniting the question of a recession…
- UBS Trending
Are obesity drugs changing the food industry?
The market for weight loss drugs, known as GLP-1, is estimated to reach USD 100-150bn by 2030. Users are drinking less soda and eating fewer processed foods…
- UBS Trending
Our view on the jobs report and market volatility
Solita Marcelli, Chief Investment Officer Americas, breaks down CIO's outlook following Friday's jobs report and resulting market volatility.
- UBS Trending
Is Gen Z going to get to retire?
Retirement may feel like a distant dream, but that doesn't mean it's too soon to save for it. Investing early in your career is paying yourself in the future…
- UBS Trending
UBS Road to the Election: Kamala Harris in focus
Kamala Harris is the presumptive Democratic nominee. How do her economic agenda and foreign policy stance differ from Biden’s, if at all? John Emerson, Vice…
- UBS Trending
Are you ready for retirement?
Many retirees share one core question: “How much do I need to have saved for retirement?” Imagine you’ve saved $2 million, and you plan to retire next year…
- UBS Trending
Why hedge funds right now?
Equities have been outperforming expectations on the year due to Artificial Intelligence excitement and rate cut expectations. It seems like US equities cannot…
- UBS Trending
The market reaction to the new Crypto ETF
Crypto currencies have always been a controversial and polarizing topic in the financial world. With the emergence of “Bitcoin” spot ETFs and the new “Ethereum…
- UBS Trending
Are we in another financial bubble?
New technology can lead to opportunity and prosperity but also investment risk. Think of the dotcom bubble of the 2000s or the recent crypto bubble. Now with…
- UBS Trending
Family office, family conflict?
Something many of can attest to is that large families can sometimes be a bit chaotic. TV and movies depict it all the time... think Home Alone or the Brady…
- UBS Trending
UBS Road to the Election: Biden out, Harris next?
President Biden made the historic announcement that he’s dropping out of the presidential race. Tom McLoughlin, Senior Fixed Income Strategist and Co-lead of…
- UBS Trending
Going for the gold?
As we look ahead to potential rate cuts from the Fed, and the continued rallies we see in equity and bond markets, you have to wonder, what comes next? Perhaps…
- UBS Trending
EM's positive performance thus far - is there more to come?
We are just past the mid-year of 2024. EM equities’ performance was positive. What had been the drivers to this growth, and what can be possible roadblocks in…
- UBS Trending
India's economic boom
India’s economy grew more than 8% over the last year. This makes it the fastest growing major economy in the world, even after a rougher-than-expected…
- UBS Trending
UBS Road to the Election: Transition of power
How are the national budget and foreign policy affected by presidential transitions? Admiral Jonathan Greenert, UBS Advisory Council Member and former Chief of…
- UBS Trending
Weather conditions for muni’s may be coming in “hot”
Municipal bonds may not grab your attention right away, however, they could play an important role in certain portfolios. Credit conditions are potentially the…
- UBS Trending
Are markets indicating a recession is on the horizon?
We discuss interest rates and monetary policy on this program quite often - it’s towards the top of the list of hot topics in finance these days. What is the…
- UBS Trending
AI - evaluating human capital and resource use
Last month we discussed the water and energy thirst of AI companies. Today, we find out how chips companies, including NVIDIA, do on managing their human…
- UBS Trending
UBS Road to the Election: The tax impact
Will the Tax Cuts and Jobs Act expire in 2025? Bill Cass, Director of Wealth Planning at Franklin Templeton, explores how taxes could be impacted by the…
- UBS Trending
“Curves” on the road ahead for fixed income?
We’re already past the halfway mark for 2024. For those investors clipping coupons, the bond market has treated you well so far. But looking at the second half…
- UBS Trending
Artificial Intelligence: Sizing and seizing the opportunity
ChatGPT is a watershed moment for artificial intelligence (AI) and its adoption. While we are just in the early innings, we are witnessing the start of a major…
- UBS Trending
Why are MBS being seen as an investment opportunity?
Like the NBA champs the Boston Celtics, mortgage-backed securities have become the talk of the town. Why are MBS being seen as an investment opportunity right…
- UBS Trending
An update on the roaring 20's
When you hear “roaring 20s” you likely have visions of flappers, jazz music & the Great Gatsby. Following the end of World War 1 in 1918, everything seemed to…
- UBS Trending
Emerging market debt - faulty or opportunity?
When you think of investing in emerging market debt, what do you think of? Too risky or faulty...or opportunity? Does it not fit in your long-term portfolio?…
- UBS Trending
LGBTQ+ community living in a “tale of two cities”
To end Pride month, we want to leave a lasting impression by sharing some eye-opening research; and provide some insight into the LGBTQ+ community’s…
- UBS Trending
Road to the Election: Gas at the polls
Gas prices—a key election theme—will be top of mind for voters when they cast their ballots this November. But how much of an impact do elections really have…
- UBS Trending
Taking a deeper dive into inflation
Is the Fed overreacting to inflation? With major inflation price indicators declining for producers, when will the consumer start to feel it?
- UBS Trending
Decision time: Our outlook for the second half of 2024
As we look ahead to the second half of 2024, it’s decision time—for the Federal Reserve, for the US electorate, and for investors.
- UBS Trending
Housing - Affordability and the path forward
Today, housing faces a number of challenges – interest rates have risen dramatically, home insurance premiums have gone up, and at the same time, extreme…
- UBS Trending
How can investors best position themselves for the 2nd half of 2024?
The first half of 2024 has been bullish for markets. Meanwhile, we have some important milestones to hit in the 2nd half of the year such as the US election…
- UBS Trending
Concerned with markets at all-time highs?
Markets are near all-time highs and for the past couple of years, it feels like equities only go one direction…up. For the second half of the year. What could…
- UBS Trending
Deep dive into the Fed, inflation, markets and investment
Today, a special extended edition of UBS Trending, with CIO’s Leslie Falconio and special guest, Blackrock’s Rick Rieder. We’ll take a deep dive into the Fed…
- UBS Trending
UBS Road to the Election: Implications for the EU
US elections could impact European trade policies, defense budgets, and overall economic growth. Dean Turner, UK Economist CIO, UBS Global Wealth Management…
- UBS Trending
Digesting the Fed meeting with Dr. David Kelly
At first glance, you might read the recent statement from the Fed and think “same ol’ same ol’. However, if you read between the lines, I think you might find…
- UBS Trending
UBS Road to the Election: AI in Chief
Artificial intelligence is a powerful tool, but can it lead a country? Lebanon has launched an AI-powered president, and Paul Aaron, CEO and co-founder of…