Shows / UBS Trending
UBS Trending
Tune in to UBS Trending for conversations with analysts, influencers and market experts
Episodes
- UBS Trending
Something's gotta give
Richard Bernstein sits down to have a conversation about how, historically, trends tend to recycle, i.e. fashion, movies, or music. But what about financial…
- UBS Trending
Impact on muni performance
As we hoped for rate cuts, that didn’t happen, and the fear is what’s next as we get closer to the next Fed meeting. And muni bonds have seen the biggest sales…
- UBS Trending
AI is a drain on energy and water
Microsoft announced that it expects its carbon emissions to increase by 30%, a significant change driven primarily by the construction of data centers. Data…
- UBS Trending
Analysis of fixed income for the first half of 2024
Is there still uncertainty in markets after a surprising uplift this year? What are the main drivers for the market right now and really for the Fed decision…
- UBS Trending
Dividend paying stocks can be an effective long-term strategy
With a very surprising first half of the year in dividend equity trading, what does the rest of the year look like? Big tech shares rallied after announcing…
- UBS Trending
Breaking down new structure of private funds
Investing in private funds hasn’t really been something that most investors have been able to participate in. Traditionally institutions and very wealthy…
- UBS Trending
Powering AI
The recent boom in artificial intelligence capital spending is leading to a rush to build lots of new data centers. However, is the key hurdle for the AI…
- UBS Trending
Why is Mexico’s election so important right now?
If you’re from Mexico or someone who is paying attention to the news there, you know that it is election time. Mexico’s economy is actually looking very…
- UBS Trending
UBS Road to the Election: Economics vs. politics
Election conversations often focus on market reactions to a red or blue wave. Is there a correlation? Why, or why not? Josh Snyder, Global Investment…
- UBS Trending
Are Private Alternatives the fork in the investing road?
What are private alternatives? Could be anything from private equity to hedge funds, even art. The next question is, should you be thinking about adding these…
- UBS Trending
Is the scale swinging toward cash?
Whether you’re wondering when you should lock in the rate on your 30-year mortgage, or the fluctuations to the rate on a high-yield savings account, we’re all…
- UBS Trending
UBS Road to the Election: Art and politics
The outsize influence media has on political campaigns is no secret, but how is it used to position candidates and sway voters? Dr. Mary Schmidt Campbell…
- UBS Trending
The greatest inheritance
When planning your future, it's vital to understand your past. Capturing and documenting the legacy and history of a family is crucial to generational…
- UBS Trending
UBS Road to the Election: Voter priorities
What issues are top of mind for the American public? John Faso, former New York U.S. Representative, 19th District, explores the economy, foreign and fiscal…
- UBS Trending
Put your money to work in fixed income
Have investors become too distracted by what the Fed says about the direction of monetary policy? Sift through the noise and focus on the real matter at hand……
- UBS Trending
UBS Road to the Election: Global perspectives
How do international investors view US politics? Paul Donovan, Chief Economist, UBS Global Wealth Management, shares a broad perspective of the…
- UBS Trending
The Fed's effect on fixed income
With the recent Fed meeting behind us, we are beginning to see a reversal in rates. Is this the new trend, and if so, how should you position your portfolio?
- UBS Trending
Heat pumps are hot in the race to net zero
Heat pumps… what are they and why should investors take a look? Tune in to learn about investment opportunities in the HVAC industry.
- UBS Trending
What's trending in the market to keep investors interested?
Earnings are in, did big tech disrupt the market? Other than AI, energy is the buzz world around town. What other sectors can investors find opportunities in?
- UBS Trending
CIO House View – Sifting through the noise
From inflation, to economic data, to earnings, the financial markets are ablaze with information. We’ll sift through all the details to get you a concise view…
- UBS Trending
Preparing for a new world of increasing geopolitical conflict
Here’s the reality: geopolitical conflicts around the world are increasing. It’s front-page news every day and concerns regarding escalations continue to rise…
- UBS Trending
The golden era for fixed income?
As investors continue to watch a sea of economic data, thoughts go to actions by the Fed. Blackrock's Rick Rieder joins the show to give his thoughts on the…
- UBS Trending
Back to traditional 60/40 portfolio or something else?
For many investors, the idea of a traditional 60/40 portfolio is likely something that they grew up hearing about. Well, my guest today challenges that…
- UBS Trending
AI through an industrial lens
Artificial Intelligence has been a hot topic for investors over the last year. The focus has been primarily on technology companies—with many tech-related AI…
- UBS Trending
Bank of Japan and the equity landscape?
There are a lot of interesting businesses overseas but, with over a decade of strong performance from U.S. equity markets, non-U.S. equities have been…
- UBS Trending
UBS Road to the Election: Energy and policy
Energy is the lifeblood of the economy, and a hot-button topic for the election. What could the November outcome mean for EVs, wind and solar energy, the…
- UBS Trending
Why might international investments be a good idea?
With the geopolitical tensions on the rise, what does the landscape now look like for international markets? Why does this matter for your portfolio?
- UBS Trending
Top of mind for business executives in an uncertain environment
Still the question remains - Is the US economy slowing and reaccelerating? For business executives, they have to make strategic and operational decisions in an…
- UBS Trending
2024 has delivered surprising upward momentum
For Q1 of the S&P 500, there were 20 all-time high closes year-to-date. We haven’t seen momentum across equities like this since back in 2021. So where do…
- UBS Trending
UBS Road to the Election: Banks and the race
One year after the banking crisis, the US Presidential election presents financial services with three lines of risk. Bradley Ball, CIO Equity Strategist, US…
- UBS Trending
ElectionWatch: Investments
The presumptive presidential candidates, former President Donald Trump and President Joe Biden, are ramping up their campaigns. David Rubenstein, Co-Founder of…
- UBS Trending
What is considered "fair share" when filing taxes?
Filed your taxes yet? Like most Americans, you likely have or are fairly close to it. Do you feel there is a wealth disparity in the US – in other words, are…
- UBS Trending
ElectionWatch: The world
Admiral Mike Rogers, who served as Director of the National Security Agency when President Biden was VP, and then under former President Trump, discusses what…
- UBS Trending
Why munis? Why now?
After many of you are paying damages to the IRS on April 15, investors like yourselves are now more painfully aware of their costly tax liabilities than ever…
- UBS Trending
An ocean deep with opportunity
Water is in your coffee, your sewage and... artificial intelligence. Water is a critical and scarce resource. So how could it affect the economy across…
- UBS Trending
UBS Road to the Election: Presidents and markets
Emotions run high during election years but shouldn’t impact your investments. Apollo Lupescu, Vice President at Dimensional Fund Advisors, shares how…
- UBS Trending
The speed of renewable energy demand
Energy transition is a hot topic right now. The shift from fossil fuels to renewable energy sources in an effort to reduce CO2 emissions may be the definition…
- UBS Trending
ElectionWatch: The race
Frank Kelly, Founder & Managing Partner at Fulcrum Macro Advisors LLC and Senior Political Strategist at DWS breaks down the current state of the 2024 United…
- UBS Trending
How does a family office prepare for the next-gen?
How do you engage the next generation of investors? Effective communication, financial literacy and sharing family values are all certainly great starting…
- UBS Trending
How the Fed impacts our next move
Mixed data points have made it very difficult to anticipate the Fed’s next move. While the market is now better aligned with Fed projections, are there any…
- UBS Trending
Financial power of women
As we wrap up Women’s History Month, it got us thinking about the financial power of women, which is significant. Women have certainly been making strides in…
- UBS Trending
Are small caps looking large lately?
Take a 30,000 foot view of the market and you'll see the world of investing seems quite large. Small caps are growing, and getting bigger all the time. While…
- UBS Trending
Why does A.I. in space matter?
Remember the space race in the 1960’s? Well, fast-forward to 2024 and we have different countries going back to the moon. Why are they spending all this money…
- UBS Trending
The next stage
Chief Investment Office called the most House View - “The next stage.” The next stage refers to the evolution of the Artificial Intelligence trade in Q2 and…
- UBS Trending
Why do Emerging Markets matter in this year’s US elections?
The outcome of US Presidential elections have mattered to the performance of emerging market equities and bonds. We looked at the last 8 cycles of elections…
- UBS Trending
Planning your taxes…are you prepared?
As new laws become effective and old laws phase out, investors should be mindful about how these changes may potentially impact their respective tax…
- UBS Trending
AI - Revolutionizing efficiencies and software costs
As we stand on the brink of an Artificial Intelligence driven revolution, we are witnessing a shift in the world of software: the declining cost to create…
- UBS Trending
UBS Road to the Election: Wealth and taxes
With the direction of US taxes hinging on the election outcome, Ainsley Carbone, Total Wealth Strategist, CIO Americas, weighs in on what a Trump or Biden win…
- UBS Trending
Why should business leaders look out for a soft landing?
We are on track for an economic soft landing. If you’re a business owner you might be thinking, “Ok, but what's next?” Today, we are talking to those in the…
- UBS Trending
Consumer spending on the rise in Emerging Markets
Within Emerging Markets countries, middle class consumer spending is expected to grow from $30 trillion in 2015 to $60 trillion by 2030. With that backdrop, is…
- UBS Trending
UBS Road to the Election: Going global
In 2024 alone, 80 nations will head to the polls. Angst is a common feeling for voters and investors alike. Alejo Czerwonko, Chief Investment Officer Emerging…
- UBS Trending
Is housing turning in a new direction?
Whether you’re an investor of REITs, or attempting to buy or sell a property, you probably have lots of questions. Where will rates be headed this year. Will…
- UBS Trending
The power of women on the economy
Women account for approximately 80% of consumer spending and it’s estimated that they will inherit 30 trillion dollars by the end of the next decade. How…
- UBS Trending
Watch the Fed, digest the data, and be selective
It's all about interest rates and yield as we head toward the soft landing the Chief Investing Office expects. What’s in store for fixed income investors?
- UBS Trending
Looking past Super Tuesday
Super Tuesday results, polling accuracy, and No Labels. John Savercool, Head of the UBS Office of Public Policy, explores what voters should pay attention to…
- UBS Trending
How far down the road can we see?
The road ahead to reach the Fed’s 2% target is starting to look at bit bumpy. Disinflation may be ahead as well as potential bouts of volatility. These leave…
- UBS Trending
Monetization and growth of AI
Artificial Intelligence has lifted equity markets to near record levels. Could it be there’s more room to grow or are we facing a potential bubble?
- UBS Trending
UBS Road to the Election: Policies in focus
Libby Cantrill, Head of US Public Policy at PIMCO, breaks down key issues that could decide the election, the congressional map, and the impact on personal…
- UBS Trending
UBS Road to the Election: War and politics
Admiral James Stavridis, Partner and Vice Chair, Global Affairs, The Carlyle Group, and 16th Supreme Allied Commander at NATO, joins Anthony Pastore to discuss…
- UBS Trending
UBS Road to the Election: Investment implications of a rematch
Solita Marcelli, Chief Investment Officer Americas for UBS Global Wealth Management, breaks down the possible election outcomes and provides her take on what…