UBS Trending

Last month we discussed the water and energy thirst of AI companies. Today, we find out how chips companies, including NVIDIA, do on managing their human capital and water and energy demand.

Will the Tax Cuts and Jobs Act expire in 2025? Bill Cass, Director of Wealth Planning at Franklin Templeton, explores how taxes could be impacted by the election and how you can prepare for potential hikes.

We’re already past the halfway mark for 2024. For those investors clipping coupons, the bond market has treated you well so far. But looking at the second half of the year, what could potentially fuel further upswings in the market?

ChatGPT is a watershed moment for artificial intelligence (AI) and its adoption. While we are just in the early innings, we are witnessing the start of a major investment boom and technological advance that may fundamentally affect all economic sectors. We break down our investment framework to identify AI opportunities and where we think investors should focus.

Like the NBA champs the Boston Celtics, mortgage-backed securities have become the talk of the town. Why are MBS being seen as an investment opportunity right now? Is it a trend or is there more longevity to the story?

When you hear “roaring 20s” you likely have visions of flappers, jazz music & the Great Gatsby. Following the end of World War 1 in 1918, everything seemed to be going well for the US economy. Fast forward 100 years, 2020’s going to repeat?

When you think of investing in emerging market debt, what do you think of? Too risky or faulty...or opportunity? Does it not fit in your long-term portfolio? We will break it all down for you talking about the EM investment opportunity.

To end Pride month, we want to leave a lasting impression by sharing some eye-opening research; and provide some insight into the LGBTQ+ community’s relationship with financial services and investing.

Gas prices—a key election theme—will be top of mind for voters when they cast their ballots this November. But how much of an impact do elections really have on them? Stacey Morris, Head of Energy Research at VettaFi, explains.

Is the Fed overreacting to inflation? With major inflation price indicators declining for producers, when will the consumer start to feel it?

As we look ahead to the second half of 2024, it’s decision time—for the Federal Reserve, for the US electorate, and for investors.

Today, housing faces a number of challenges – interest rates have risen dramatically, home insurance premiums have gone up, and at the same time, extreme weather and energy security are posing new challenges.

The first half of 2024 has been bullish for markets. Meanwhile, we have some important milestones to hit in the 2nd half of the year such as the US election and potential rate cuts.

Markets are near all-time highs and for the past couple of years, it feels like equities only go one direction…up. For the second half of the year. What could investors do to make the appropriate decisions for their portfolios?

Today, a special extended edition of UBS Trending, with CIO’s Leslie Falconio and special guest, Blackrock’s Rick Rieder. We’ll take a deep dive into the Fed, inflation, markets and investment opportunities.

US elections could impact European trade policies, defense budgets, and overall economic growth. Dean Turner, UK Economist CIO, UBS Global Wealth Management, looks at how different outcomes could affect these key areas.

At first glance, you might read the recent statement from the Fed and think “same ol’ same ol’. However, if you read between the lines, I think you might find some real insight into what their thinking is.

Artificial intelligence is a powerful tool, but can it lead a country? Lebanon has launched an AI-powered president, and Paul Aaron, CEO and co-founder of Addition—a collaborator on the project—shares its progress and potential.

Richard Bernstein sits down to have a conversation about how, historically, trends tend to recycle, i.e. fashion, movies, or music. But what about financial markets? Are we doomed to repeat past trends or do we say “this time is different?”

As we hoped for rate cuts, that didn’t happen, and the fear is what’s next as we get closer to the next Fed meeting. And muni bonds have seen the biggest sales boom since at least 2013. Why?

Microsoft announced that it expects its carbon emissions to increase by 30%, a significant change driven primarily by the construction of data centers. Data centers are also vulnerable to droughts, as significant water is required to run.

Is there still uncertainty in markets after a surprising uplift this year? What are the main drivers for the market right now and really for the Fed decision in June? And what does the fixed income performance look like for rest of the year

With a very surprising first half of the year in dividend equity trading, what does the rest of the year look like? Big tech shares rallied after announcing new payouts. But these tech firms still spend more on buybacks than on dividends.

Investing in private funds hasn’t really been something that most investors have been able to participate in. Traditionally institutions and very wealthy individuals have had near exclusivity in this market… but today, that’s changing.

If you’re from Mexico or someone who is paying attention to the news there, you know that it is election time. Mexico’s economy is actually looking very strong, top 15th in the world to be exact. Why does that matter for investors?