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Episodes
The Now, Sustainably – Ep 3 Video 07.03.2025 2:11
Here’s a headline that we’ve seen a lot in the news recently – “European regulators make U-turn on corporate sustainability rules.” Taking a look at the research, we have another perspective. Watch to find out more and see the opportunities to invest sustainably.
Possible shift in fixed income, inflation, and the Fed? Video 06.03.2025 12:53
Treasury yields are falling, inflation concerns are giving way to growth worries, and agency mortgage-backed securities are delivering 5.75% yields with AAA ratings. As markets shift their focus, we're tracking why this sentiment change matters.
Why bother investing beyond the US? Video 05.03.2025 9:11
After fifteen years of dominance by US markets European and emerging markets suddenly began outperforming, with China leading the charge. Is this just a hiccup, or is it the beginning of a major shift in global market leadership?
4th quarter earnings season wrap-up Video 03.03.2025 1:29
While the earnings backdrop remains solid, we think that investors should be prepared for some potential near-term volatility in markets.
Rick Rieder on the Fed, markets, and the economy Video 28.02.2025
Two years in a row of 20%-plus market returns, AI's productivity revolution, and a fundamental shift in the relationship between stocks and bonds. How is the current landscape and policies reshaping everything from Fed decisions to global trade?
Trump, tariffs...and the peak of gold Video 27.02.2025 9:45
As Trump's tariff plans send economic shockwaves through global markets, gold is quietly staging one of its most impressive rallies. From inflation concerns to geopolitical uncertainty, is gold telling a story that goes beyond traditional investing?
The ever-changing NIL landscape Video 26.02.2025 14:34
Since Name, Image and Likeness (NIL) launched in 2021, there has been a flurry of activity. This year it’s estimated to be $2.5B. With all of this increased spending on NIL deals but little regulation, how should we be advising these young athletes?
The Now, Sustainably - Ep. 2 Video 14.02.2025 1:25
President Trump announced the first ever national energy emergency in the U.S. This executive order is designed to support energy production and infrastructure development, with a focus on fossil fuels. But what is a different headline?
AI policy, power demand and political reality Video 12.02.2025 12:12
AI is driving unprecedented electricity consumption, while renewable energy's role is expanding amid White House executive orders. So, how could AI revolutionize energy efficiency, investment opportunities in renewables, and provide insights into future trends and challenges?
Will you be impacted by the Social Security Fairness Act? Video 10.02.2025 13:16
For decades, government employees in states like Colorado and California faced unique Social Security restrictions. Now, as survivor benefits expand and pension rules change, we're tracking a transformation that could mean thousands in additional monthly benefits for some retirees.
The state of fixed income (so far) Video 07.02.2025 13:59
While headlines continue to focus on Trump's first weeks in office, another story is unfolding in fixed income. The 10-year Treasury yield flirts with 5% and investors face a crucial question: What is the market telling us about investing this year?
How to have a “No judgement zone” when budgeting Video 06.02.2025 1:27
Every dollar we earn presents a choice: spend it now, or save it for later? We all know that saving for tomorrow can have huge benefits, but many of us struggle against the constant allure of immediate gratification.
Curb your enthusiasm for US stocks? Video 05.02.2025
Markets entered 2025 with a familiar story - tech giants leading the charge. But beneath these soaring valuations, a more complex picture is emerging. As bonds recover from 2024's tough run and investors will tech's dominance last?
The new rules of investing Video 05.02.2025 12:27
The unprecedented developments in world affairs and demographics, and the consistent changes in technology, are turning the “established” rules of investing on their heads. So, what are these new rules of investing and how can you implement them in your investing life?
Impact on EM with looming trade and tariff policies Video 03.02.2025
Trade uncertainty is making headlines. With proposed tariffs on China, which could be as high as 60%, and tariffs on other emerging market countries, how could that impact the prices we pay for goods here in the US?
2025 might be a challenge year Video 31.01.2025
With lingering uncertainty and volatility since the start of the year, investors are continually questioning the market’s path and overall opportunities. So, where are these pockets of opportunity and how should you be thinking about incorporating them into your portfolio?
The roaring 20s meets Trump 2.0 Video 30.01.2025 10:38
The world is embracing the incoming year of the Snake, a time usually marked for change and renewal. For business owners, the post-election environment has been greeted with optimism but what risks can threaten CIO’s ‘Roaring 20s’ thesis?
Are you ready for Family Office 3.0? Video 27.01.2025
The story of family offices reads like a tech evolution - from 1.0's DIY solutions to 2.0's infrastructure boom. But 3.0? That's where it gets interesting. What happens when family business DNA meets institutional scale?
Post-inauguration recap - what might happen to the markets Video 24.01.2025
Trade wars, tariff threats, and trillion-dollar tax cuts - Trump 2.0's economic agenda is taking shape. But here's what markets might be missing: 2025's economic story could be unlike anything we've seen before.
The Now, Sustainability Video 22.01.2025 1:30
Major asset managers are leaving climate agreements. However, with the data showing continued inflows to sustainable funds, what does this mean for the future of sustainable investing opportunities?
Let’s talk about money: Unleashing the power of compounding Video 21.01.2025 0:57
Learn how even small, regular investments can grow exponentially over time, much like a snowball gaining momentum down a hill. Start early to maximize your financial future and let UBS help you get the (snow)ball rolling.
4Q earnings preview Video 17.01.2025 1:30
The 4Q earnings season is just getting started. What should you be paying attention to as we receive results from the final quarter of 2024?
Is this the Goldilocks labor market? Video 15.01.2025 1:28
Last Friday’s labor report was overall better than expected. With the labor market strong, and little progress on core inflation in recent months, will that leave the Fed with reason to cut rates now? Catch Brian Rose, Senior US Economist from CIO as he breaks it all down.
Is this the Goldilocks labor market? Video 15.01.2025 1:28
Last Friday’s labor report was overall better than expected. With the labor market strong, and little progress on core inflation in recent months, will that leave the Fed with reason to cut rates now? Catch Brian Rose, Senior US Economist from CIO as he breaks it all down.
Fixed income's plot twist for 2025 Video 10.01.2025
Cash yields are falling, spreads are tightening, and investors face a crucial decision. How are we going to navigate fixed income's new landscape in 2025?
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