Where AI goes from here | UBS Trending

Where AI goes from here | UBS Trending

We explore where AI may be headed, what could surprise investors, and how to separate long-term trends from short-term hype.

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Episoder(300)

15-year high yields - Should I buy munis now?

15-year high yields - Should I buy munis now?

With yields near multi-year highs, David Hammer of PIMCO explains the risks, opportunities, and investment themes shaping today's muni market. For more content, please visit ubs.com/studios.#shareUBS

29 Sep 12min

Looking where everyone else isn't

Looking where everyone else isn't

While investors remain focused on the Mag 7, small-cap value stocks could offer compelling opportunities. From AI-driven growth and manufacturing expansion to long-term portfolio positioning, we explo...

25 Sep 11min

Navigating market concentration risk

Navigating market concentration risk

When too much market momentum is carried by a handful of stocks, portfolios can become vulnerable when the winds shift. Learn why balance matters for staying on course through changing market conditio...

24 Sep 1min

Fed Rate Hike: Opportunity or Risk for EM?

Fed Rate Hike: Opportunity or Risk for EM?

Rising US rates have historically pressured emerging markets. So why are EM stocks and bonds outperforming today? UBS CIO's Alejo Czerwonko breaks down the opportunities, risks, and what's different t...

23 Sep 10min

The bond market is talking

The bond market is talking

Are bond markets sending a warning? Leslie Falconio explains the surge in Treasury yields, the Fed outlook, credit spreads, and where fixed income investors may still find value. For more content, ple...

11 Sep 12min

UBS Road to the midterm elections: The future of Social Security explained

UBS Road to the midterm elections: The future of Social Security explained

What does insolvency really mean? Watch and learn what could be ahead for Social Security, the policy choices lawmakers may face, and the potential implications for investors, the economy, and retirem...

8 Sep 11min

Does Brazil's big vote mean bigger stakes?

Does Brazil's big vote mean bigger stakes?

UBS's Alejo Czerwonko discusses Brazil's election, mounting debt concerns, and why investors may want to look beyond the headlines. To watch this episode and more, please visit ubs.com/studios.

26 Aug 11min

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