All Episodes
UBS Trending — 263 episodes
The great broadening in equities
The Great Broadening
Policy, markets, risks in 2026
A new Fed era and the stakes ahead
The fine line between oil and geopolitics
UBS Trending Extra: A pivotal year for sustainability
Balancing opportunities in industrials for 2026
US economy: A tale of resilience
Emerging Market 2026 expectations
Housing market in motion
Fixed income outlook
The future of giving
Reading the economic room
Making sense of Fed moves and markets
Credit moves and mortgage rate lows
Economic crossroads with Dr. David Kelly
Business minded, market ready
AI - Appetite for consumption
UBS Trending Extra: 3Q earnings season preview
Not your parents' emerging markets
Health care’s new era - Longevity and innovation
UBS Trending Extra: AI powering digital advertising
Fixed Income: Rates, rallies, risks
Emerging Markets: Opportunity Amid Fed Rate Moves
The Fed made a move…what’s next?
2Q Earnings in Hindsight
Calm in the markets
Alarm or attention?
Truth vs. clickbait
Planning for the 2025 tax break
The impact of the weakening dollar
Lower Volatility, What's Next?
Policy convergence collide
Importance of independence in central banks
Sustainable Investing - Second-Half Outlook
Insight on future US taxes
2Q - The Summer of Earnings
Beyond the Bill – Tariffs, Taxes, and Trade
Powell speaks, risk assets rally on
Is Brazil having its big break?
The Now, Sustainably - Executive Orders
The era of AI – Ep 9 – New energy, new era
The rise of energy demand
Mega trend opportunities in the market
Women navigate the great wealth transfer
Have the markets been complacent?
June fixed income strategy and outlook
Is defense sustainable?
Why the historic sell-off for Munis?
Can an annuity be right for me?
The rising burden of US debt
Is It time to move cash off the sidelines?
Summer of Mortgage-backed securities?
Reshaping trade, taxes, and markets
Policymakers risk falling behind the curve?
POTUS 47 - Tracking the post-tariff trade
Tariffs impact on international economies
The era of AI: Digitalization of portfolios
Is market turbulence just the beginning?
Bare down or bear "down" market?
Current trade war through an EM lens
Tariffs go into effect…what’s next for fixed income?
Are megatrends rewiring global markets?
Tariffs - The questions no one is asking
See what's inside the 2025 Entrepreneurs report
Women's wealth transfer could be the "perfect storm"
The US economy and the market’s reactions
Economic tides are turning — who's vulnerable?
Big shift in energy production and export
Will tariffs reshape the US economy?
Is the foundation of the US economy shifting?
Special Report: The era of AI
Professor Siegel on the state of the US Markets
What's next with hedge funds in 2025?
The Now, Sustainably – Ep 3
Possible shift in fixed income, inflation, and the Fed?
Why bother investing beyond the US?
4th quarter earnings season wrap-up
Rick Rieder on the Fed, markets, and the economy
Trump, tariffs...and the peak of gold
The ever-changing NIL landscape
The Now, Sustainably - Ep. 2
AI policy, power demand and political reality
Will you be impacted by the Social Security Fairness Act?
The state of fixed income (so far)
How to have a “No judgement zone” when budgeting
The new rules of investing
Curb your enthusiasm for US stocks?
Impact on EM with looming trade and tariff policies
2025 might be a challenge year
The roaring 20s meets Trump 2.0
Are you ready for Family Office 3.0?
Post-inauguration recap - what might happen to the markets
The Now, Sustainability
Let’s talk about money: Unleashing the power of compounding
4Q earnings preview
Is this the Goldilocks labor market?
Fixed income's plot twist for 2025
10 expectations for SI in 2025
The era of AI - episode 6 - Healthcare
What does Trump’s election win mean for business owners?
What might Trump's first 100 days look like?
Markets of opportunity
The “red sweep” and fixed income for the year ahead
Why 2025 could belong to smaller companies?
Emerging markets in the Roaring 20s
The era of AI - episode 5 - Jobs
Why savvy investors are eyeing the small and mid-cap space
Landscape for Emerging Markets post-US elections
Impact of uncertainty on the markets
The impact of muni bonds and the economy
Behind-the-scenes review for 3rd quarter earnings season
Will the new administration keep the economy strong?
Philanthropy and taxes - what to know
Are extreme weather events impacting real estate decisions?
The era of AI: episode 4 - The power of energy
Are the stars aligning?
Life is happening…time to make a plan
The gift that keeps on giving
The era of AI – episode 3 – Equities
“Political perception versus reality”
How are CEOs and investors reacting to the market?
UBS Road to the Election: The bottom line
Impact of the election on climate policy
UBS Road to the Election: China, trade, and the economy
The era of AI – episode 2 – The infrastructure
Reshoring, dockworker strike and the US economy
Estate tax exemption might change…now what?
3 takeaways from New York Climate Week
Goldilocks environment for credit
UBS Studios Recap: 9.20.24 – 9.27.24
Investing in LatAm after the Fed decision
UBS Road to the Election: Investment survival guide
US presidential election survey results are in
The aftermath of the Fed rate decision
Digesting the Fed’s rate cut decision
UBS Road to the Election: Muni tax exemption risk
The Fed made a big move...now what?
Why Supreme Court ruled in favor of Connelly Case?
UBS Road to the Election: Markets in a tight race
The future of energy – part 1
Will the price for Ozempic ever go down?
The era of AI – episode 1 – The power sector
UBS Road to the Election: Inside the mind of a former Democratic staffer
UBS Road to the Election: Inside the mind of a former Republican staffer
The Fed and a new frontier
UBS Road to the Election: Emerging markets in focus
The data is in…
UBS Road to the Election: Spotlight on the Fed
Let’s talk about Japan, the Yen, and the Carry Trade
Don't let emotions get the best of your portfolio
Private markets ramping up speed...in sports
UBS Road to the Election: Who is Tim Walz?
UBS Road to the Election: Who is Tim Walz?
Is the Fed too late?
What's really behind the market's volatility?
Are obesity drugs changing the food industry?
Our view on the jobs report and market volatility
Is Gen Z going to get to retire?
UBS Road to the Election: Kamala Harris in focus
Are you ready for retirement?
Why hedge funds right now?
The market reaction to the new Crypto ETF
Are we in another financial bubble?
Family office, family conflict?
UBS Road to the Election: Biden out, Harris next?
Going for the gold?
India's economic boom
EM's positive performance thus far - is there more to come?
UBS Road to the Election: Transition of power
Weather conditions for muni’s may be coming in “hot”
Are markets indicating a recession is on the horizon?
AI - evaluating human capital and resource use
UBS Road to the Election: The tax impact
“Curves” on the road ahead for fixed income?
Artificial Intelligence: Sizing and seizing the opportunity
Why are MBS being seen as an investment opportunity?
An update on the roaring 20's
LGBTQ+ community living in a “tale of two cities”
Emerging market debt - faulty or opportunity?
Road to the Election: Gas at the polls
Taking a deeper dive into inflation
Decision time: Our outlook for the second half of 2024
How can investors best position themselves for the 2nd half of 2024?
Housing - Affordability and the path forward
Concerned with markets at all-time highs?
Deep dive into the Fed, inflation, markets and investment
UBS Road to the Election: Implications for the EU
Digesting the Fed meeting with Dr. David Kelly
UBS Road to the Election: AI in Chief
Something's gotta give
Impact on muni performance
AI is a drain on energy and water
Analysis of fixed income for the first half of 2024
Dividend paying stocks can be an effective long-term strategy
Breaking down new structure of private funds
Powering AI
Why is Mexico’s election so important right now?
UBS Road to the Election: Economics vs. politics
Are Private Alternatives the fork in the investing road?
Is the scale swinging toward cash?
UBS Road to the Election: Art and politics
The greatest inheritance
UBS Road to the Election: Voter priorities
Put your money to work in fixed income
UBS Road to the Election: Global perspectives
The Fed's effect on fixed income
Heat pumps are hot in the race to net zero
What's trending in the market to keep investors interested?
CIO House View – Sifting through the noise
Preparing for a new world of increasing geopolitical conflict
The golden era for fixed income?
Back to traditional 60/40 portfolio or something else?
AI through an industrial lens
Bank of Japan and the equity landscape?
UBS Road to the Election: Energy and policy
Why might international investments be a good idea?
Top of mind for business executives in an uncertain environment
2024 has delivered surprising upward momentum
UBS Road to the Election: Banks and the race
ElectionWatch: Investments
What is considered "fair share" when filing taxes?
ElectionWatch: The world
Why munis? Why now?
An ocean deep with opportunity
UBS Road to the Election: Presidents and markets
The speed of renewable energy demand
ElectionWatch: The race
How does a family office prepare for the next-gen?
How the Fed impacts our next move
Financial power of women
Are small caps looking large lately?
Why does A.I. in space matter?
The next stage
Why do Emerging Markets matter in this year’s US elections?
Planning your taxes…are you prepared?
AI - Revolutionizing efficiencies and software costs
UBS Road to the Election: Wealth and taxes
Why should business leaders look out for a soft landing?
Consumer spending on the rise in Emerging Markets
UBS Road to the Election: Going global
Is housing turning in a new direction?
The power of women on the economy
Watch the Fed, digest the data, and be selective
Looking past Super Tuesday
How far down the road can we see?
Monetization and growth of AI
UBS Road to the Election: Policies in focus
UBS Road to the Election: War and politics
UBS Road to the Election: Investment implications of a rematch
The Trump administration’s view of European security
Equity markets are near all-time highs
Crypto is back in the game. What do we need to know?
4Q is behind us. So what’s next?
How should you position for a soft landing?
Extra: What does SI have in store for 2024?
Corporation Transparency Act: What you need to know?
What you need to know about estate tax and planning this year?
What has sustainable investments got in store for 2024?
Extra: How to govern your family office
What’s buzzing in the fixed income space this year?
What's the latest buzz on oil?
Why does the 10 year look like Mount Everest?