Episodes

Kurt Reiman, Head of Fixed Income CIO Americas, and Libby Cantrill, Head of Public Policy at PIMCO, examined key midterm election scenarios and their potential effects on Congress, fiscal policy, and financial markets. Hosted by Anthony Pastore. For more UBS Election Content, visit ubs.com/electionwatch #shareUBS

As AI and data centers drive growing demand for electricity and infrastructure, Tiffany Agard and Jay Dobson discuss who may bear the costs of the buildout and the opportunities and risks investors should have on their radar. For more content, visit ubs.com/studios. #shareUBS

The midterms could reshape Washington. Explore the outlook for Congress, the issues driving voters, geopolitical challenges and the political path toward 2028.

UBS CIO experts from Europe and Asia explain how US midterm election outcomes could influence trade, fiscal policy, defense spending, AI investment, and global markets around the world.

A look at Q3 fixed income performance, key market drivers and the outlook ahead, including positioning preferences and potential opportunities across the asset class.

Explore the forces shaping the Fed’s next policy decision, including inflation, higher-for-longer interest rates, Treasury yields, credit conditions, and growing concentration in the AI trade.

What can advisors provide that AI cannot? Tim Ackerman discusses trust, perspective, and the value of human guidance.

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.