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Episodes
10 expectations for SI in 2025 Video 08.01.2025
As politics shift and ESG debates rage on, the smart money is telling a different story. Impact investing has hit $1.6 trillion, while water investments surge and sustainability is quietly reshaping everything from bond investing to AI power demand. So, how is the sustainability playbook being rewritten?
The era of AI - episode 6 - Healthcare Video 21.12.2024
In this 6th episode of “The era of AI”, we have a conversation with Agustin Mohedas, Portfolio Manager and Research Analyst at Janus Henderson about AI in healthcare isn't just another tech story. What does this AI revolution mean for medicine?
What does Trump’s election win mean for business owners? Video 11.12.2024 10:15
Trump's return to Washington promises an economic rush - tax cuts, spending plans, and consumer relief. But there's a catch: an $8 trillion addition to our debt, interest payments approaching $1 trillion, and just 14% of the federal budget available for cuts. As this high-stakes economic experiment unfolds, what is the year ahead going to look like for business owners?
What might Trump's first 100 days look like? Video 09.12.2024
The United States is readying itself for Donald Trump’s second turn at bat, returning to the White House this coming January. With cabinet picks arriving at record speed and an agenda built on 4 years of reflection, what does the first 100 days look like?
Markets of opportunity Video 06.12.2024
With the uncertainty around the US election now behind us, investors are looking for the next opportunity. With an accommodative Fed, a tech rally that doesn’t seem to have an end in sight and decent valuations in small caps, what's next?
The “red sweep” and fixed income for the year ahead Video 05.12.2024 9:13
With the US election now behind us, and a new year quickly approaching, many fixed income investors are curious as to what the road ahead has in store for fiscal and monetary policy, and what that could mean for returns.
Why 2025 could belong to smaller companies? Video 02.12.2024 9:55
The Magnificent Seven have captured 90% of this year's returns, creating one of the most concentrated markets in history. But there is a different story - 2025 could belong to many smaller companies trading at deep discounts. So, why?
Emerging markets in the Roaring 20s Video 29.11.2024
While history remembers the 1920s for unprecedented prosperity, it was also a time of upheaval. From world-class tech companies to rising economic powerhouses like India and Brazil, what role do emerging markets play in this evolving story?
The era of AI - episode 5 - Jobs Video 27.11.2024
This is the 5th episode of the series, “The era of AI.” We have a conversation with Poorya Ferdowsi at Bristol Gate Capital Partners about how AI is impacting jobs. Could AI's productivity boost be exactly what we need?
Why savvy investors are eyeing the small and mid-cap space Video 25.11.2024 11:27
Artificial intelligence isn't just transforming tech - it's creating a hidden boom in real estate. While markets chase AI headlines, savvy investors are eyeing the small and mid-cap space. Where is this market narrative going?
Landscape for Emerging Markets post-US elections Video 22.11.2024 14:38
With tariff and trade policies that could put unprecedented pressure on long-standing U.S. alliances, as well as a dovish Fed, could this pose growth and inflationary risks for investors?
Impact of uncertainty on the markets Video 21.11.2024 12:27
Following the US elections and the US Federal Reserve meeting last week, two major heavyweights for the market have been lifted. But does that mean investors are feeling more comfortable given an overcast of looming uncertainty?
The impact of muni bonds and the economy Video 19.11.2024 12:19
For those of you who have been tracking markets post-election, you may have noticed that it has been a very active time for muni bonds, ending election week at a 3-month high. Is the current trend expected to persist?
Behind-the-scenes review for 3rd quarter earnings season Video 18.11.2024 1:24
The busiest week of the 3Q earnings season has officially concluded—over three-fourths of the S&P 500 market cap has reported—and so far results have been healthy. What does this all mean moving forward?
Will the new administration keep the economy strong? Video 15.11.2024
With the election and the November Fed meeting now behind us, what’s still uncertain is the path forward. As we have witnessed, inflation has been receding and the job market has been the best in 20 years. What might the yield curve look like now?
Philanthropy and taxes - what to know Video 13.11.2024 12:37
The Tax Cuts and Jobs Act introduced transformative changes to the U.S. tax code, many of which are set to expire at the end of 2025. It will impact us on many levels, but for those with a philanthropic strategy, what are the changes there?
Are extreme weather events impacting real estate decisions? Video 11.11.2024 12:52
We have all seen how extreme weather events can have a devastating impact on people’s lives and their property. Insurance premiums have risen in some markets as risks of wildfires, hurricanes and floods have increased. Are homeowners and investors starting to integrate this risk into their real estate decision-making?
The era of AI: episode 4 - The power of energy Video 08.11.2024 15:07
This is the 4th episode of the series, “The era of AI.” We have a conversation with Joe Wilson, Lead Portfolio Manager US Technology at JP Morgan about how AI is impacting everything energy touches. In the evolution of AI, where are we going?
Are the stars aligning? Video 04.11.2024 11:00
We are talking about Emerging Markets, and if things fall into place, is there a possibility that EM assets could perform well? With so many outliers right now, the question is timelier than ever.
Life is happening…time to make a plan Video 01.11.2024 10:46
John Lennon once said, “Life is what happens when you are busy making other plans.” That expression rings so true, especially when you are considering ways to protect yourself and your loved ones. So, how can you create a long-term protection plan?
The gift that keeps on giving Video 31.10.2024
Gifting season is right around the corner. There are a number of ways to send monetary gifts or donations, and one of the ways is through a “Donor Advised Fund” or DAF. But why have they become so popular. How do you get started?
The era of AI – episode 3 – Equities Video 28.10.2024 10:22
This is the 3rd episode of the series, “The era of AI.” We have a conversation with Kevin Dennean, Equity Strategist, US Technology & Telecom at UBS about how AI is impacting equities. In the evolution of AI, where in the line graph are we, and where do we go from here?
“Political perception versus reality” Video 25.10.2024 15:25
Less than 2 weeks away from the US elections, Paul Donovan, UBS Chief Economist gives his ‘perception versus reality.’ We are seeing a more pessimistic bias, which doesn’t necessarily equal a negative reality. So, how should you ‘think’ as you prepare for election day?
How are CEOs and investors reacting to the market? Video 24.10.2024 12:17
As the US election draws nearer and more rate cuts by the Fed are expected, we look to business owners and seasoned investors for their reactions. From unexpected surprises over the last few months to mountains of uncertainty, what signals should you be focusing on?
UBS Road to the Election: The bottom line Video 24.10.2024
In its final days, the US presidential race couldn’t be tighter. Kurt Reiman, Head of Fixed Income, CIO Americas, advises worried investors not to vote with their portfolios, and shares tactical ways to prepare for potential volatility.
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