Episodes

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 there could there be a benefit to adding precious metals to your portfolio?

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 the future?

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 election. So where did this growth come from?

How are the national budget and foreign policy affected by presidential transitions? Admiral Jonathan Greenert, UBS Advisory Council Member and former Chief of US Naval Operations, explores what a second term for Biden or Trump could mean.

Municipal bonds may not grab your attention right away, however, they could play an important role in certain portfolios. Credit conditions are potentially the best in 20 years. Can this muni credit trend persist given the climate we’re in?

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 possibility of recession, but should that be back on the table?

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 capital and water and energy demand.

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 election and how you can prepare for potential hikes.

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 of the year, what could potentially fuel further upswings in the market?

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 investment boom and technological advance that may fundamentally affect all economic sectors. We break down our investment framework to identify AI opportunities and where we think investors should focus.

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 now? Is it a trend or is there more longevity to the story?

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 be going well for the US economy. Fast forward 100 years, 2020’s going to repeat?

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? We will break it all down for you talking about the EM investment opportunity.

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 relationship with financial services and investing.

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 on them? Stacey Morris, Head of Energy Research at VettaFi, explains.

Is the Fed overreacting to inflation? With major inflation price indicators declining for producers, when will the consumer start to feel it?

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.

Today, housing faces a number of challenges – interest rates have risen dramatically, home insurance premiums have gone up, and at the same time, extreme weather and energy security are posing new challenges.

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 and potential rate cuts.

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 investors do to make the appropriate decisions for their portfolios?

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, inflation, markets and investment opportunities.

US elections could impact European trade policies, defense budgets, and overall economic growth. Dean Turner, UK Economist CIO, UBS Global Wealth Management, looks at how different outcomes could affect these key areas.

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 some real insight into what their thinking is.

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 Addition—a collaborator on the project—shares its progress and potential.