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5 nov. 2026
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Episoade
Not your parents' emerging markets Video 23.10.2025 8:46
Emerging Markets are in the spotlight. What’s driving renewed optimism in the space? Is tech the game changer? Which regions are set to lead? How can investors manage risks, and spot the next big opportunity?
Health care’s new era - Longevity and innovation Video 22.10.2025 13:05
Health care… from policy shifts to demographic trends, the sector is undergoing a transformation that’s capturing investor attention. As longevity becomes a defining force in global markets, why are biopharmaceuticals and medical innovation emerging as key drivers of portfolio strategy?
UBS Trending Extra: AI powering digital advertising Video 07.10.2025 2:19
Curious where AI’s fuel comes from? Your attention powers the engine! Ad dollars from platforms like Meta and Alphabet drive smarter AI, making ads more effective and shaping how we spend time online.
Fixed Income: Rates, rallies, risks Video 06.10.2025 11:56
As we enter the final quarter of 2025, how has fixed income performed, particularly with the impact of renewed Fed rate cuts? What about the housing market or mortgage rates? Where are the potential vulnerabilities?
Emerging Markets: Opportunity Amid Fed Rate Moves Video 25.09.2025
As the Federal Reserve enters a rate-cutting cycle, what are the potential implications for emerging markets?
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 1:23
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 2:55
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 11:30
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 15:41
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 9:58
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 1:54
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 13:32
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 12:33
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 13:49
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 1:36
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 12:56
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 2:54
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 11:20
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.
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