Increasing rates. Is it 2007 all over again?
BlackRock's Rick Rieder discusses the 30-year Treasury yield’s highest level since 2007, where rates are headed, where the best opportunities in fixed income are, and what the bond market may be telli...
20 Aug 15min
AI needs more power
AI, data centers, and electrification are driving a surge in power demand. Can the grid keep up? We discuss the opportunities and challenges ahead. For more content, please visit ubs.com/studios.
19 Aug 15min
The rally broadens | UBS Trending
What happens when more sectors start participating in the rally? A resilient economy, AI investment, and a growing market are shaping the investment landscape. We discuss opportunities beyond the larg...
8 Aug 10min
High yield has entered the fast lane
High yield has upgraded its ride quality. With BB-rated issuers making up about 60% of the index, shorter duration, steady income, and lower default risk, today’s route may be more advantageous than e...
6 Aug 56s
Decoding the Fed with the "real yield" story
Why are Treasury yields moving higher? UBS CIO's Leslie Falconio explains the bond market's reaction to the Fed, what rising real yields mean, and how investors should position portfolios.
5 Aug 12min
The age of intelligent machines
Is the AI boom just getting started? Alger's Ankur Crawford discusses semiconductors, hyperscaler spending, robotics, and what sector will be the most transformative since the light bulb. Why could th...
27 Juli 15min
Inside the US economy | UBS Trending Extra
The latest CEO Macro Briefing Book examines growth, inflation, rates, and policy risks. UBS CIO's Paul Hsiao explains what business leaders should know as economic conditions continue to evolve. To wa...
24 Juli 2min
