UBS Road to the Election: Transition of power
How are the national budget and foreign policy affected by presidential transitions? Admiral Jonathan Greenert, UBS Advisory Council Member and former Chief of US Naval Operations, explores what a sec...
18 Jul 20240s
Weather conditions for muni’s may be coming in “hot”
Municipal bonds may not grab your attention right away, however, they could play an important role in certain portfolios. Credit conditions are potentially the best in 20 years. Can this muni credit t...
17 Jul 202410min
Are markets indicating a recession is on the horizon?
We discuss interest rates and monetary policy on this program quite often - it’s towards the top of the list of hot topics in finance these days. What is the possibility of recession, but should that ...
15 Jul 202410min
AI - evaluating human capital and resource use
Last month we discussed the water and energy thirst of AI companies. Today, we find out how chips companies, including NVIDIA, do on managing their human capital and water and energy demand.
12 Jul 20249min
UBS Road to the Election: The tax impact
Will the Tax Cuts and Jobs Act expire in 2025? Bill Cass, Director of Wealth Planning at Franklin Templeton, explores how taxes could be impacted by the election and how you can prepare for potential ...
11 Jul 202412min
“Curves” on the road ahead for fixed income?
We’re already past the halfway mark for 2024. For those investors clipping coupons, the bond market has treated you well so far. But looking at the second half of the year, what could potentially fuel...
11 Jul 202411min
Artificial Intelligence: Sizing and seizing the opportunity
ChatGPT is a watershed moment for artificial intelligence (AI) and its adoption. While we are just in the early innings, we are witnessing the start of a major investment boom and technological advanc...
3 Jul 20244min
Why are MBS being seen as an investment opportunity?
Like the NBA champs the Boston Celtics, mortgage-backed securities have become the talk of the town. Why are MBS being seen as an investment opportunity right now? Is it a trend or is there more longe...
3 Jul 20249min
