Episodes

With new legislation potentially on the horizon, and a Fed that is paying close attention to rates, how are municipal bonds positioned for what’s ahead? Pimco's David Hammer sits down with us to share his take.

More than two-thirds of survey respondents say that annuities can provide peace of mind and help protect against equity risk. But why do only 1 in 7 investors actually own them? Read the latest report - “Three reasons to seek annuity income.”

Sovereign credit ratings have declined globally over 15 years. Amid fiscal challenges, the $27T US Treasury market remains the world’s benchmark—proof that “in the land of the blind, the one-eyed man is king.”

With over $7 trillion in cash on the sidelines and rates near their peak, what’s the smart move for investors? We’ll look at the Fed’s charts, past cycles, as well as potential risks and rewards.

As 30-year mortgage rates near 7% and home prices climb, we explore the risks and opportunities in mortgage-backed securities. Why do you think these assets are so sought after?

As the White House promotes its “one, big, beautiful” tax bill and while federal deficits could be approaching 7% of GDP, markets are constantly recalibrating. How are these policy shifts reshaping trade, taxes, and market fundamentals?

After a period of underperformance, fixed income has staged a remarkable comeback—regaining more than half of losses since early April. What’s behind this sharp reversal, and is it the start of a lasting trend or just a temporary bounce?

We are almost a month out post ‘Liberation Day.’ As we pass the 100 days of the second Trump administration, C-suite leaders and investors seem to be even more uncertain about the direction of policy and the economy than ever before.

Just about everyone is in shock and tried to digest this regime change at the IMF World Bank meeting last week. Views were all over the place, and Alejo Czerwonko, UBS’s CIO Emerging Markets was there on the front lines to capture it all.

In this episode, Sandy Kaul, Head of Innovation at Franklin Templeton, discusses AI and its relationship to client portfolios. What happens when they merge and what impact will that have on the role of the financial advisor?

The market's verdict so far has been harsh. Two critical questions emerge: Will they trigger a recession? And can the Federal Reserve respond effectively if inflation remains elevated?

Bear market headlines are back in the spotlight following the latest tariff developments. While bear markets can be painful for investors with the S&P 500 declining, forward returns have historically been strong after a bear market. Find our latest insights on ubs.com/potus47.

With US tariffs surging from 2.5% to 25%, global trade and investment flows face a historic restructuring. Through an Emerging Markets lens, how are these times affecting places around the world?

The word 'uncertainty' appeared 16 times in the Fed Chair's latest press conference - a fitting soundtrack for today's economic landscape. Will the Fed pivot or will they stick to their path to rate cuts?

AI, climate adaptation, and supply chain security aren't just buzzwords - they're reshaping how capital flows across borders and sectors. Why waiting for perfect clarity might mean missing the opportunity?

April 2nd marks a key date for global trade policy. As nations prepare for new potential tariff measures, financial markets continue to adjust. How could these developments impact different sectors and investment strategies?

We’re at the midpoint of a decade that has brought solid economic growth and technological breakthroughs, but which also gave us a global pandemic and ongoing geopolitical conflicts. So what are entrepreneurs thinking about today?

5 years from now, women will control 38% of investable assets – that’s $30 trillion in financial power. Is this the time for the SHEconomy?

With government debt projected to reach 160% of GDP and interest rates expected to bottom out at 4% vs. 2% - has the market misjudged the economic impact of the new administration's agenda?

Today's markets might be experiencing their own slack tide — caught between strong fourth quarter growth and the potential headwinds of Trump's policies. While investors remain optimistic, tariffs, immigration restrictions, and spending cuts could be about to change the economic current.

Think of energy infrastructure as the circulatory system of the modern economy - invisible to most. As artificial intelligence accelerates electricity demand, what does it take for the nation to go from energy dependent to global leader.

While headlines focus on tariffs and trade tensions, there is another aspect to the story... reshoring. US companies are now looking to rebuild on American soil. How could this reshape portfolios and potentially redefine America's economic future?

Credit stress is rising among younger Americans, tariff proposals could cost households over $2,000 annually and middle-income shoppers are showing new price sensitivity. How might this consumer transformation reshape markets?

In this 7th episode of “The era of AI”, we have a conversation with Ankur Crawford, Executive VP and Portfolio Manager at Alger about DeepSeek. What is the cost of AI now that other AI machine are starting to emerge?