Episodes

March 18, 2024

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 business environment. Why does this matter?
March 15, 2024

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 this an opportune time for investors to be considering EM in their portfolios?
March 14, 2024

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 Markets Americas, explains how to stay focused on elections that will really move the needle.
March 13, 2024

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 house prices rise or fall?
March 11, 2024

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 should businesses think about serve this influential consumer?
March 8, 2024

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?
March 7, 2024

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 in the coming weeks that could impact the November election.
March 4, 2024

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 investors pondering where they should look for investment opportunities in this environment.
March 1, 2024

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?
Feb. 29, 2024

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 taxes, regulation, defense spending, and more.
Feb. 22, 2024

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 the geopolitical landscape ahead of the election and the implications for investors.
Feb. 15, 2024

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 it could all mean for investors.