Episodes

As the US midterm elections approach, UBS experts explore potential policy scenarios, market implications, and what investors and business owners are watching.

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 value in fixed income today. For more content, please visit ubs.com/studios. #shareubs 

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 this and more content, please visit ubs.com/studios. #shareUBS 

With yields near multi-year highs, David Hammer of PIMCO explains the risks, opportunities, and investment themes shaping today's muni market. For more content, please visit ubs.com/studios. #shareUBS 

While investors remain focused on the Mag 7, small-cap value stocks could offer compelling opportunities. From AI-driven growth and manufacturing expansion to long-term portfolio positioning, we explore why some of the biggest opportunities may be hiding outside the market's biggest names. To watch this episode and more, please visit ubs.com/studios. #shareubs

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 on course through changing market conditions.

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 opportunities, risks, and what's different this time. To watch this episode and more, please visit ubs.com/studios. 

We explore where AI may be headed, what could surprise investors, and how to separate long-term trends from short-term hype.

Are bond markets sending a warning? Leslie Falconio explains the surge in Treasury yields, the Fed outlook, credit spreads, and where fixed income investors may still find value. For more content, please visit ubs.com/studios.

What does insolvency really mean? Watch and learn what could be ahead for Social Security, the policy choices lawmakers may face, and the potential implications for investors, the economy, and retirement planning.

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 more, please visit ubs.com/studios.

In this episode, we break down the key factors shaping the U.S. midterm elections, including inflation, voter enthusiasm, competitive Senate and House races, and the potential impact of election outcomes on Washington policymaking and financial markets. For more information, visit ubs.com/electionwatch.

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 are, and what the bond market may be telling investors about the road ahead. To watch this episode and more, please visit ubs.com/studios.

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 content, please visit ubs.com/studios.

James Jack sits down with NewtekOne CEO Barry Sloane to discuss retirement planning, employee benefits, health care costs, and strategies that help business owners build long-term financial security.

What happens when more sectors start participating in the rally? A resilient economy, AI investment, and a growing market are shaping the investment landscape. We discuss opportunities beyond the largest technology stocks. To watch this episode and more, please visit ubs.com/studios.

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, today’s route may be more advantageous than ever.

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 investors should position portfolios.

Is the AI boom just getting started? Alger's Ankur Crawford discusses semiconductors, hyperscaler spending, robotics, and what sector will be the most transformative since the light bulb. Why could the next decade reshape the global economy?

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 economic conditions continue to evolve. To watch this episode and more, please visit ubs.com/studios.

UBS CIO's Matt Tormey breaks down the key themes heading into second-quarter earnings season, including broad-based profit growth, improving manufacturing trends, and corporate guidance.

Taiwan and Korea are powering a historic emerging markets rally fueled by semiconductors and AI. But with three chip companies outweighing entire countries, investors are asking: How much further can it go?

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, inflation risks, geopolitics, and what the Fed may do 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, inflation risks, geopolitics, and what the Fed may do next.