Episodes

Markets have been on the move—volatility, shifting Fed expectations, and big moves in fixed income. As we wrap up the first quarter, what drove performance, and how should investors position for what's coming next?

It’s time to diversify concentrated positions—new sectors, global opportunities, and Main Street policies are driving the next wave of growth.

The Chief Investment Office at UBS believes both U.S. and global equities are attractive right now. But more importantly, it’s time to broaden your portfolio.

UBS CIO discusses how shifting policy, potential market bubbles, and midterm elections could shape the 2026 outlook for business owners and investors.

UBS Trending dives into a volatile 2026 outlook as the Fed nominates a new chair, rates hold steady, yields break higher, and MBS momentum collides with shifting policy. What risks—and opportunities—should investors watch out for?

Jay Dobson from the UBS Chief Investment Office breaks down what’s really driving today’s oil and energy markets. The conversation also looks at investor implications, including the CIO’s Neutral view on energy and the growing demand story behind utilities as AI, data centers, and electrification expand.

2025 brought major milestones—record policy shifts, booming AI and renewables, and sustainable investing topping $3.7tr. AI, renewables, and shifting climate policies create opportunities but intentional choices matter more than ever.

The industrial sector is now powering AI data centers, advancing automation, and driving aviation innovation. Explore how industrials are overcoming economic headwinds and why a balanced approach offers compelling opportunities for 2026.

How resilient is the US economy heading into 2026? With household debt near multi-year lows and equity markets near record highs, what does this mean for investors and what are the takeaways for making sense of today’s financial landscape?

As we look toward 2026, the global economy is evolving in ways that could reshape opportunities across emerging markets. Which markets are better positioned to navigate challenges, and what lessons have they learned from the past?

The US housing market continues to be a focal point. With affordability under pressure, the dynamics of supply, demand, and pricing are shifting. Where do mortgage rates and home prices go from here?

With the Fed cutting this year and another move possible in December, how could the policy path look as we head into 2026? How might these shifts affect the outlook for fixed income in the year ahead?

Charitable giving has always been about making an impact but what happens when the rules change? Beginning in 2026, new tax laws will reshape how deductions work for donors at every level. So, what does this mean for the future of giving?

Markets are moving fast, but not always in the same direction. Rate cuts, near daily highs, and policy pivots, it’s a lot to keep up with. So what’s noise, and what’s worth watching?

From the Fed’s latest rate cut to surprising trends in equities and bonds, investors may be scratching their heads. Tune in to find out what you need to know to navigate ongoing uncertainty.

As we approach year-end, what’s next for credit markets, and with mortgage rates at their lowest in a year, will high-quality bonds remain in favor?

As we wrap up 2025, what have been the biggest forces shaping the economy and what surprises might 2026 have in store? How might central bank decisions and shifting market dynamics impact investors and businesses in the months ahead?

As we head into the last few weeks of 2025, what does the economic picture look like for business owners? How does one navigate stocks near record highs, a Fed that is cutting rates, and ongoing policy updates?

Artificial intelligence is everywhere and it’s demanding more power, more real estate, and more metal. As an investor, how should you be thinking about opportunities in and around AI?

3Q earnings season looks strong not spooky! Profits may rise10%, beating forecasts. Lower tariff risks, Fed rate cuts, and solid AI trends support our US equities upgrade. Learn more in “S&P 500 EPS: a key pillar for the bull market”.

Emerging Markets are in the spotlight. What’s driving renewed optimism in the space? Is tech the game changer? Which regions are set to lead? How can investors manage risks, and spot the next big opportunity?

Health care… from policy shifts to demographic trends, the sector is undergoing a transformation that’s capturing investor attention. As longevity becomes a defining force in global markets, why are biopharmaceuticals and medical innovation emerging as key drivers of portfolio strategy?

Curious where AI’s fuel comes from? Your attention powers the engine! Ad dollars from platforms like Meta and Alphabet drive smarter AI, making ads more effective and shaping how we spend time online.

As we enter the final quarter of 2025, how has fixed income performed, particularly with the impact of renewed Fed rate cuts? What about the housing market or mortgage rates? Where are the potential vulnerabilities?