UBS Trending
Tune in to UBS Trending for conversations with analysts, influencers and market experts

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Episoder(300)

A perfect equation for the volatile markets?

A perfect equation for the volatile markets?

Markets are shifting under the weight of new risks and opportunities. Julia Hermann with New York Life explores what’s driving volatility—and how investors can adapt as the macro landscape evolves.

22 Apr 13min

The great muni reset

The great muni reset

Volatility is back in municipal bonds. PIMCO’s David Hammer joins us to drive us through the trending headlines. Are munis a safe haven or a risk for investors in 2026?

15 Apr 12min

Is software dead from a financial lens?

Is software dead from a financial lens?

The headlines say AI is coming for software jobs and companies—but some people aren’t buying it. Are small-cap software firms at risk, or are they driving the next wave of innovation?

13 Apr 10min

Where to find stability in uncertainty

Where to find stability in uncertainty

Markets have been on the move—volatility, shifting Fed expectations, and big moves in fixed income. As we wrap up the first quarter, what drove performance, and how should investors position for what'...

10 Apr 11min

The great broadening in equities

The great broadening in equities

It’s time to diversify concentrated positions—new sectors, global opportunities, and Main Street policies are driving the next wave of growth.

26 Feb 1min

The Great Broadening

The Great Broadening

The Chief Investment Office at UBS believes both U.S. and global equities are attractive right now. But more importantly, it’s time to broaden your portfolio.

20 Feb 10min

Policy, markets, risks in 2026

Policy, markets, risks in 2026

UBS CIO discusses how shifting policy, potential market bubbles, and midterm elections could shape the 2026 outlook for business owners and investors.

19 Feb 12min

A new Fed era and the stakes ahead

A new Fed era and the stakes ahead

UBS Trending dives into a volatile 2026 outlook as the Fed nominates a new chair, rates hold steady, yields break higher, and MBS momentum collides with shifting policy. What risks—and opportunities—s...

17 Feb 13min

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