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Episoder(300)

Philanthropy and taxes - what to know

Philanthropy and taxes - what to know

The Tax Cuts and Jobs Act introduced transformative changes to the U.S. tax code, many of which are set to expire at the end of 2025. It will impact us on many levels, but for those with a philanthrop...

13 Nov 202412min

Are extreme weather events impacting real estate decisions?

Are extreme weather events impacting real estate decisions?

We have all seen how extreme weather events can have a devastating impact on people’s lives and their property. Insurance premiums have risen in some markets as risks of wildfires, hurricanes and floo...

11 Nov 202412min

The era of AI: episode 4 - The power of energy

The era of AI: episode 4 - The power of energy

This is the 4th episode of the series, “The era of AI.” We have a conversation with Joe Wilson, Lead Portfolio Manager US Technology at JP Morgan about how AI is impacting everything energy touches. I...

8 Nov 202415min

Are the stars aligning?

Are the stars aligning?

We are talking about Emerging Markets, and if things fall into place, is there a possibility that EM assets could perform well? With so many outliers right now, the question is timelier than ever.

4 Nov 202411min

Life is happening…time to make a plan

Life is happening…time to make a plan

John Lennon once said, “Life is what happens when you are busy making other plans.” That expression rings so true, especially when you are considering ways to protect yourself and your loved ones. So,...

1 Nov 202410min

The gift that keeps on giving

The gift that keeps on giving

Gifting season is right around the corner. There are a number of ways to send monetary gifts or donations, and one of the ways is through a “Donor Advised Fund” or DAF. But why have they become so pop...

31 Okt 20240s

The era of AI – episode 3 – Equities

The era of AI – episode 3 – Equities

This is the 3rd episode of the series, “The era of AI.” We have a conversation with Kevin Dennean, Equity Strategist, US Technology & Telecom at UBS about how AI is impacting equities. In the evolutio...

28 Okt 202410min

“Political perception versus reality”

“Political perception versus reality”

Less than 2 weeks away from the US elections, Paul Donovan, UBS Chief Economist gives his ‘perception versus reality.’ We are seeing a more pessimistic bias, which doesn’t necessarily equal a negative...

25 Okt 202415min

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