Episodes

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?

From the rise of DeepSeek to the uncertain impact of tariffs, 2025's market landscape is challenging historical patterns. Are we witnessing a fundamental shift in market dynamics or just another chapter in a familiar story?

After a decade of being overshadowed by passive investing, hedge funds are showing signs of a renaissance. They provided better diversification than bonds and institutional sentiment is bullish. Is smart money rediscovering active management?

Here’s a headline that we’ve seen a lot in the news recently – “European regulators make U-turn on corporate sustainability rules.” Taking a look at the research, we have another perspective. Watch to find out more and see the opportunities to invest sustainably.

Treasury yields are falling, inflation concerns are giving way to growth worries, and agency mortgage-backed securities are delivering 5.75% yields with AAA ratings. As markets shift their focus, we're tracking why this sentiment change matters.

After fifteen years of dominance by US markets European and emerging markets suddenly began outperforming, with China leading the charge. Is this just a hiccup, or is it the beginning of a major shift in global market leadership?

While the earnings backdrop remains solid, we think that investors should be prepared for some potential near-term volatility in markets.

Two years in a row of 20%-plus market returns, AI's productivity revolution, and a fundamental shift in the relationship between stocks and bonds. How is the current landscape and policies reshaping everything from Fed decisions to global trade?

As Trump's tariff plans send economic shockwaves through global markets, gold is quietly staging one of its most impressive rallies. From inflation concerns to geopolitical uncertainty, is gold telling a story that goes beyond traditional investing?

Since Name, Image and Likeness (NIL) launched in 2021, there has been a flurry of activity. This year it’s estimated to be $2.5B. With all of this increased spending on NIL deals but little regulation, how should we be advising these young athletes?

President Trump announced the first ever national energy emergency in the U.S. This executive order is designed to support energy production and infrastructure development, with a focus on fossil fuels. But what is a different headline?

AI is driving unprecedented electricity consumption, while renewable energy's role is expanding amid White House executive orders. So, how could AI revolutionize energy efficiency, investment opportunities in renewables, and provide insights into future trends and challenges?

For decades, government employees in states like Colorado and California faced unique Social Security restrictions. Now, as survivor benefits expand and pension rules change, we're tracking a transformation that could mean thousands in additional monthly benefits for some retirees.

While headlines continue to focus on Trump's first weeks in office, another story is unfolding in fixed income. The 10-year Treasury yield flirts with 5% and investors face a crucial question: What is the market telling us about investing this year?

Every dollar we earn presents a choice: spend it now, or save it for later? We all know that saving for tomorrow can have huge benefits, but many of us struggle against the constant allure of immediate gratification.

Markets entered 2025 with a familiar story - tech giants leading the charge. But beneath these soaring valuations, a more complex picture is emerging. As bonds recover from 2024's tough run and investors will tech's dominance last?

The unprecedented developments in world affairs and demographics, and the consistent changes in technology, are turning the “established” rules of investing on their heads. So, what are these new rules of investing and how can you implement them in your investing life?

Trade uncertainty is making headlines. With proposed tariffs on China, which could be as high as 60%, and tariffs on other emerging market countries, how could that impact the prices we pay for goods here in the US?

With lingering uncertainty and volatility since the start of the year, investors are continually questioning the market’s path and overall opportunities. So, where are these pockets of opportunity and how should you be thinking about incorporating them into your portfolio?

The world is embracing the incoming year of the Snake, a time usually marked for change and renewal. For business owners, the post-election environment has been greeted with optimism but what risks can threaten CIO’s ‘Roaring 20s’ thesis?

The story of family offices reads like a tech evolution - from 1.0's DIY solutions to 2.0's infrastructure boom. But 3.0? That's where it gets interesting. What happens when family business DNA meets institutional scale?

Trade wars, tariff threats, and trillion-dollar tax cuts - Trump 2.0's economic agenda is taking shape. But here's what markets might be missing: 2025's economic story could be unlike anything we've seen before.

Major asset managers are leaving climate agreements. However, with the data showing continued inflows to sustainable funds, what does this mean for the future of sustainable investing opportunities?

Learn how even small, regular investments can grow exponentially over time, much like a snowball gaining momentum down a hill. Start early to maximize your financial future and let UBS help you get the (snow)ball rolling.