UBS Studios

UBS Trending

Business EN ↓ 291 episodes

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

Author

UBS Studios

Category

Business

Podcast website

podcast.show

Latest episode

Jun 16, 2026

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Episodes

The Fed made a move…what’s next? Video 24.09.2025

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 equity rally continue?

2Q Earnings in Hindsight Video 02.09.2025

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?

Calm in the markets Video 27.08.2025

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 of noise and disruption?

Alarm or attention? Video 25.08.2025

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 concerning.

Truth vs. clickbait Video 18.08.2025

In today’s digital world, financial misinformation spreads faster than ever, fueled by social media, viral trends, and even the latest AI technology. So, what’s the real cost when we act on bad information?

Planning for the 2025 tax break Video 11.08.2025

Big changes are here for estate and business owners. The new tax law just rewrote the rules on gifting, deductions, and more. What should you do now to protect and grow your wealth?

The impact of the weakening dollar Video 08.08.2025

Year-to date, the USD has weakened 12% against the EUR which means European espresso costs a lot more now in dollar terms than it did just a few months ago. Why has the dollar weakened and what is the impact on the economy?

Lower Volatility, What's Next? Video 07.08.2025

The Fed held rates steady once again, signaling a cautious approach as economic uncertainty remains. But as volatility fades, investors are asking, is this the time for fixed income investing?

Policy convergence collide Video 06.08.2025

There is a new reality in Washington, but for markets and the economy, uncertainty remains. With signature moves on tariffs and taxes set to take effect, what’s next for the Fed, dealmaking, and the broader outlook?

Importance of independence in central banks Video 01.08.2025

Emerging markets have often been at the mercy of global rate cycles. But this time, EM central banks are leading the way—tightening early, taming inflation, and now potentially preparing to ease before the Fed. Is this a turning point for EM assets?

Sustainable Investing - Second-Half Outlook Video 28.07.2025

The first half of the year in sustainable investing has been a whirlwind—policy shifts, market volatility, and a new administration that’s put sustainability and climate change front and center. What can we expect for the second half of 2025?

Insight on future US taxes Video 25.07.2025

With the ‘One Big, Beautiful, Bill’ now signed into law, American tax policy has entered a new era. Beyond the headlines, however, what’s the real story for business owners?

2Q - The Summer of Earnings Video 23.07.2025

2Q earnings season is underway—discover what’s driving market momentum, which themes are in focus, and what key topics investors are watching for.

Beyond the Bill – Tariffs, Taxes, and Trade Video 21.07.2025

We’ve seen the headlines talking about what’s in the bill—now that the dust has settled, what really matters for investors and the economy? Which policies will actually move markets, and where are the biggest risks and opportunities?

Powell speaks, risk assets rally on Video 11.07.2025

Markets have shrugged off uncertainty, but shifting yields, tariff talk, and fresh Fed signals suggest change ahead. From resilient risk assets to high-yield credit and defensive plays, investors have a lot to watch in the coming months.

Is Brazil having its big break? Video 03.07.2025

Brazil is gaining attention with structural reforms, expected rate cuts, and supportive global trends. But the key question remains - can this momentum truly be sustained?

The Now, Sustainably - Executive Orders Video 27.06.2025

POTUS 47 administration used more executive orders in the first 100 days than any US president in the past 50 years. Tiffany Agard, CIO Sustainable and Impact Investing, breaks down the orders and how they impact the sustainability sector.

The era of AI – Ep 9 – New energy, new era Video 18.06.2025

This conversation with Julia Hermann takes us beyond the headlines and into the engine room of the AI revolution. As energy demands of AI data centers rival those of entire countries, we explore what powers AI and where that power will come from.

The rise of energy demand Video 16.06.2025

Whether you are powering massive data centers or making shiny new electric vehicles, electrification is a sustainable way to accommodate this rise in energy demand. What do you need to know as an investor?

Mega trend opportunities in the market Video 11.06.2025

Markets have been anything but calm this year - volatility is back, headlines are on a 24-hour cycle and investors are scratching their heads wondering what to do. There is a light - beneath the noise, some companies are quietly building real value.

Women navigate the great wealth transfer Video 11.06.2025

We’re diving into the latest Own your worth report from Women’s Wealth, shedding light on the real-life experiences of women navigating wealth transfers. What can we all learn from these stories of transition, resilience, and empowerment?

Have the markets been complacent? Video 09.06.2025

Markets were whipsawing on just about every headline—tariffs, trade wars, and reshoring—but they have since calmed, with volatility now somewhat muted. Have markets become too complacent? What is the market really telling us?

June fixed income strategy and outlook Video 05.06.2025

The U.S. economy faces new policies, global uncertainty, and a changing rate outlook. As yields climb and recession fears linger, how can investors position for opportunity?

Is defense sustainable? Video 04.06.2025

The sustainable investing world is facing a timely debate: should defense companies have a place in sustainability focused portfolios?

Why the historic sell-off for Munis? Video 02.06.2025

With new legislation potentially on the horizon, and a Fed that is paying close attention to rates, how are municipal bonds positioned for what’s ahead? Pimco's David Hammer sits down with us to share his take.

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