Concerned with markets at all-time highs?
Markets are near all-time highs and for the past couple of years, it feels like equities only go one direction…up. For the second half of the year. What could investors do to make the appropriate deci...
24 Kesä 202411min
Deep dive into the Fed, inflation, markets and investment
Today, a special extended edition of UBS Trending, with CIO’s Leslie Falconio and special guest, Blackrock’s Rick Rieder. We’ll take a deep dive into the Fed, inflation, markets and investment opportu...
21 Kesä 20240s
UBS Road to the Election: Implications for the EU
US elections could impact European trade policies, defense budgets, and overall economic growth. Dean Turner, UK Economist CIO, UBS Global Wealth Management, looks at how different outcomes could affe...
20 Kesä 20240s
Digesting the Fed meeting with Dr. David Kelly
At first glance, you might read the recent statement from the Fed and think “same ol’ same ol’. However, if you read between the lines, I think you might find some real insight into what their thinkin...
14 Kesä 202412min
UBS Road to the Election: AI in Chief
Artificial intelligence is a powerful tool, but can it lead a country? Lebanon has launched an AI-powered president, and Paul Aaron, CEO and co-founder of Addition—a collaborator on the project—shares...
13 Kesä 202413min
Something's gotta give
Richard Bernstein sits down to have a conversation about how, historically, trends tend to recycle, i.e. fashion, movies, or music. But what about financial markets? Are we doomed to repeat past trend...
12 Kesä 202412min
Impact on muni performance
As we hoped for rate cuts, that didn’t happen, and the fear is what’s next as we get closer to the next Fed meeting. And muni bonds have seen the biggest sales boom since at least 2013. Why?
11 Kesä 20249min
AI is a drain on energy and water
Microsoft announced that it expects its carbon emissions to increase by 30%, a significant change driven primarily by the construction of data centers. Data centers are also vulnerable to droughts, as...
10 Kesä 20246min
