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Episoder(300)

The fine line between oil and geopolitics

The fine line between oil and geopolitics

Jay Dobson from the UBS Chief Investment Office breaks down what’s really driving today’s oil and energy markets. The conversation also looks at investor implications, including the CIO’s Neutral view...

13 Feb 12min

UBS Trending Extra: A pivotal year for sustainability

UBS Trending Extra: A pivotal year for sustainability

2025 brought major milestones—record policy shifts, booming AI and renewables, and sustainable investing topping $3.7tr. AI, renewables, and shifting climate policies create opportunities but intentio...

12 Feb 2min

Balancing opportunities in industrials for 2026

Balancing opportunities in industrials for 2026

The industrial sector is now powering AI data centers, advancing automation, and driving aviation innovation. Explore how industrials are overcoming economic headwinds and why a balanced approach offe...

11 Feb 1min

US economy: A tale of resilience

US economy: A tale of resilience

How resilient is the US economy heading into 2026? With household debt near multi-year lows and equity markets near record highs, what does this mean for investors and what are the takeaways for makin...

2 Des 202510min

Emerging Market 2026 expectations

Emerging Market 2026 expectations

As we look toward 2026, the global economy is evolving in ways that could reshape opportunities across emerging markets. Which markets are better positioned to navigate challenges, and what lessons ha...

28 Nov 202510min

Housing market in motion

Housing market in motion

The US housing market continues to be a focal point. With affordability under pressure, the dynamics of supply, demand, and pricing are shifting. Where do mortgage rates and home prices go from here?

26 Nov 202513min

Fixed income outlook

Fixed income outlook

With the Fed cutting this year and another move possible in December, how could the policy path look as we head into 2026? How might these shifts affect the outlook for fixed income in the year ahead?

24 Nov 202511min

The future of giving

The future of giving

Charitable giving has always been about making an impact but what happens when the rules change? Beginning in 2026, new tax laws will reshape how deductions work for donors at every level. So, what do...

21 Nov 20259min

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