The Fed and a new frontier
It was a breath of fresh air in Jackson Hole the other week as Powell aimed for rate cuts to end the year. Inflation has been receding and the job market has been stable. What might the new frontier l...
5 Sep 20240s
UBS Road to the Election: Emerging markets in focus
The implications of the US election will reach beyond US borders, affecting emerging markets like Mexico, China, and India. Alejo Czerwonko, Chief Investment Officer, Emerging Markets Americas, sheds ...
29 Aug 202410min
The data is in…
Following what has been a turbulent period in the markets, heading into this week all eyes were on economic data, spanning inflation to retail sales to the labor market. What did the data points revea...
16 Aug 20249min
UBS Road to the Election: Spotlight on the Fed
Analyst expectations point to a Fed rate-cutting cycle that starts in September. Rich Clarida, Global Economic Advisor at PIMCO and former Vice Chair of the Federal Reserve, explains why this is likel...
15 Aug 20240s
Let’s talk about Japan, the Yen, and the Carry Trade
The yen carry trade has been in headlines recently with some strategists citing the popular investment strategy as a reason for the volatility in global markets recently. With that in mind, we’ll disc...
14 Aug 202412min
Don't let emotions get the best of your portfolio
During times of market volatility, many investors could get easily rattled and emotions can influence investor's behavior. For those of you who are new to investing or are set to inherit wealth, there...
12 Aug 202414min
Private markets ramping up speed...in sports
Have you ever considered investing in the sports industry? There is no denying the private markets have become more appealing for investors. But why?
9 Aug 202413min
UBS Road to the Election: Who is Tim Walz?
Kamala Harris has selected her running mate, but who is Tim Walz? Shane Lieberman, Senior Governmental Affairs Advisor, explores the Minnesota Governor’s background, policies, and why Harris may have ...
7 Aug 20240s
