Episodes

What could a path to success look like for Kamala Harris? Patti Solis Doyle, Partner and Head of US Public Affairs, Brunswick Group, explores ways Harris could reach the 270 electoral votes needed to win the election, as well as possible outcomes for the House and Senate races, and more.

A successful campaign takes ideas, communication, and energy, says Lanhee Chen, Partner, Brunswick Group, who digs into the possible pathways to victory for presidential candidates Donald Trump and Kamala Harris.

It was a breath of fresh air in Jackson Hole the other week as Powell aimed for rate cuts to end the year. Inflation has been receding and the job market has been stable. What might the new frontier look like?

We surveyed nearly 1,000 HNW investors and 500 business owners and found both groups are more optimistic than four years ago but still seek help navigating the election’s potential financial impact.

The implications of the US election will reach beyond US borders, affecting emerging markets like Mexico, China, and India. Alejo Czerwonko, Chief Investment Officer, Emerging Markets Americas, sheds light on how November’s winner could shape the overall direction of these relationships.

Following what has been a turbulent period in the markets, heading into this week all eyes were on economic data, spanning inflation to retail sales to the labor market. What did the data points reveal?

Analyst expectations point to a Fed rate-cutting cycle that starts in September. Rich Clarida, Global Economic Advisor at PIMCO and former Vice Chair of the Federal Reserve, explains why this is likely and what goes into the Fed’s decision.

The yen carry trade has been in headlines recently with some strategists citing the popular investment strategy as a reason for the volatility in global markets recently. With that in mind, we’ll discuss the “yen carry trade,” how much money was part of it and if it could cause further disruptions to markets.

During times of market volatility, many investors could get easily rattled and emotions can influence investor's behavior. For those of you who are new to investing or are set to inherit wealth, there are some lessons to be learned.

Have you ever considered investing in the sports industry? There is no denying the private markets have become more appealing for investors. But why?

Kamala Harris has selected her running mate, but who is Tim Walz? Shane Lieberman, Senior Governmental Affairs Advisor, explores the Minnesota Governor’s background, policies, and why Harris may have picked him.

Kamala Harris has selected her running mate, but who is Tim Walz? The Office of Public Policy’s Shane Lieberman explores the Minnesota Governor’s background, policies, and why Harris may have picked him.

With the recent market sell-off reflecting growth concerns, a more pertinent question for policymakers should be, “can we avoid a recession?”

If you’ve been paying attention, you’ve seen significant market volatility —sparked by the recent July jobs report —re-igniting the question of a recession. What does this do to our outlook? Is your portfolio prepared for what’s next?

The market for weight loss drugs, known as GLP-1, is estimated to reach USD 100-150bn by 2030. Users are drinking less soda and eating fewer processed foods and are demanding fresh foods. How do it impact the health and food systems?

Solita Marcelli, Chief Investment Officer Americas, breaks down CIO's outlook following Friday's jobs report and resulting market volatility.

Retirement may feel like a distant dream, but that doesn't mean it's too soon to save for it. Investing early in your career is paying yourself in the future. Are you starting to save, or are you still trying to balance spending today?

Kamala Harris is the presumptive Democratic nominee. How do her economic agenda and foreign policy stance differ from Biden’s, if at all? John Emerson, Vice Chairman of Capital Group International, discusses this and considers how more election drama could unfold.

Many retirees share one core question: “How much do I need to have saved for retirement?” Imagine you’ve saved $2 million, and you plan to retire next year. How can you tell if you’re going to run out of retirement savings early?

Equities have been outperforming expectations on the year due to Artificial Intelligence excitement and rate cut expectations. It seems like US equities cannot be stopped right now, your portfolio may be still at risk if it’s not diversified.

Crypto currencies have always been a controversial and polarizing topic in the financial world. With the emergence of “Bitcoin” spot ETFs and the new “Ethereum spot ETF”, the crypto space is starting to grow. Now, here is the question - should you be exposing crypto to your portfolio?

New technology can lead to opportunity and prosperity but also investment risk. Think of the dotcom bubble of the 2000s or the recent crypto bubble. Now with the current AI frenzy, it begs the question, is history doomed to repeat itself?

Something many of can attest to is that large families can sometimes be a bit chaotic. TV and movies depict it all the time... think Home Alone or the Brady Bunch. Now, bring business to this chaos and you get “Succession.”

President Biden made the historic announcement that he’s dropping out of the presidential race. Tom McLoughlin, Senior Fixed Income Strategist and Co-lead of ElectionWatch, CIO Americas, UBS, explores the implications and the likelihood of VP Kamala Harris receiving the nomination.