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Episoder(300)

Health care’s new era - Longevity and innovation

Health care’s new era - Longevity and innovation

Health care… from policy shifts to demographic trends, the sector is undergoing a transformation that’s capturing investor attention. As longevity becomes a defining force in global markets, why are b...

22 Okt 202513min

UBS Trending Extra: AI powering digital advertising

UBS Trending Extra: AI powering digital advertising

Curious where AI’s fuel comes from? Your attention powers the engine! Ad dollars from platforms like Meta and Alphabet drive smarter AI, making ads more effective and shaping how we spend time online.

7 Okt 20252min

Fixed Income: Rates, rallies, risks

Fixed Income: Rates, rallies, risks

As we enter the final quarter of 2025, how has fixed income performed, particularly with the impact of renewed Fed rate cuts? What about the housing market or mortgage rates? Where are the potential v...

6 Okt 202511min

Emerging Markets: Opportunity Amid Fed Rate Moves

Emerging Markets: Opportunity Amid Fed Rate Moves

As the Federal Reserve enters a rate-cutting cycle, what are the potential implications for emerging markets?

25 Sep 202510min

The Fed made a move…what’s next?

The Fed made a move…what’s next?

The Federal Reserve’s September meeting has wrapped and investors are watching closely for what comes next. How will the Fed’s decision to cut rates impact markets and the economy? Plus, can this equi...

24 Sep 20258min

2Q Earnings in Hindsight

2Q Earnings in Hindsight

2Q25 earnings season is over. With profits beating estimates, what drove results, and what are our key takeaways for the second half of the year?

2 Sep 20251min

Calm in the markets

Calm in the markets

In the heart of New York, Central Park stays serene, and so do the markets. What explains this calm amid uncertainty, tariffs, and shifting federal spending as investors remain steady in a world full ...

27 Aug 20252min

Alarm or attention?

Alarm or attention?

On the surface, we’re seeing new record highs in the equity market. The S&P 500 and Nasdaq have been on impressive runs since Liberation Day. However, what’s beneath the surface could be a little more...

25 Aug 202511min

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