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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?

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?

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?  

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?

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. 

Less than 4 weeks until election day and there is so much unanswered. CIO breaks it down: How does the presidential election impact the Inflation Reduction Act and climate policy in the US?

If elected, how would Trump or Harris handle relations with China, including trade and tariffs? Robert Daly, Director of the Kissinger Institute on China and the US, says that, while their approaches would differ, preserving peace should be at the center.

This is the 2nd episode of the series – “The era of AI.” We have a conversation with Dan Flax, Global Research for Neuberger Berman detailing transformations about the utilization of AI in the health and education sectors.

With a US election on the horizon and a dockworker strike just beginning, reshoring has taken the spotlight. So, how does this all potentially affect the American consumer and the average investor?

Climate investment continues amid challenges; CIO shares thoughts after attending New York Climate Week events.

The 2017 Tax Cuts and Jobs Act is currently set to expire at the end of 2025. The historically high “lifetime gift” and “estate tax exemption” that exists today could be cut in half by 2026. What might this mean for you?

The ol’ saying is - “Good things come to those who wait.” But does waiting yield more attractive valuations for your portfolio, and does that lie in investment grade corporates.

Here is a recap of the past week from the latest on the Fed decision, market swings, emerging markets, and the election.

Latin America is home to some of the most exotic locations in the world. We’re talking about the economy, as there has been some rising interest since the US Federal Reserve finally began cutting interest rates.

Investors looking to make portfolio changes ahead of the election should know it’s not about winners and losers, says Phil Orlando, Chief Equity Market Strategist at Federated Hermes. It’s about staying invested for the long term. He shares the areas of the market poised for success this election season, covers what a contested election could mean for markets, and more.

We surveyed nearly 1,000 HNW investors and 500 business owners and found both groups are more optimistic than four years ago but still seek help navigating the election’s potential financial impact.

The Fed cut rates by 50 basis points after a long stretch of monetary tightening. Now that the dust has settled, what was the impact? Was the rate cut a bit too aggressive? Was it a little premature?

It’s been over 900 days since the Federal Reserve first hiked interest rates in response to surging inflation, embarking on one of most aggressive policy-tightening journeys in history. Now, 2.5 years and 525bps later, now what? 

Will the election outcome affect municipal bonds tax exemptions? Perhaps. Whether Harris or Trump wins, there’s also a volatility risk for the muni market, says Bob DiMella, Co-head of MacKay Municipal Managers, who discusses considerations for the next president, including the expiring USD 10,000 SALT cap.

The Fed cut for the first time since 2020 by 50bps, though some still believed it was only going to cut by 25bps. For the bond market, it isn't all about price stability, but now also full employment. So, what is next for the Fed and the economy?

The recent ruling is significant and may impact companies’ buy-sell agreements and succession plans. Many owners may not be aware of the major implications the potential increase in tax burden for their business continuation strategies.

What will markets look like heading into the election? Nadia Lovell, CIO Senior US Equity Strategist, weighs in on potential volatility and how the proposals Trump and Harris discussed in their first—and potentially only—debate could affect inflation and sectors, like housing and tech.

Energy powers the global economy. It heats your home, powers your lights, fuels your transportation; and has improved human conditions across the globe over the last 100+ years. Demand has doubled over the last 40 years, and yet our thirst for it increases by the day. So, where do we go from here, you ask?  

The “miracle drug”, aka GLP-1 or Ozempic, swept the world with a solution for weight loss and to fight diabetes. But now, after all that hype, the patents are about to expire, and the prices are too high. Are healthcare investors fearing that profits might be dropping to zero? And with elections right around the corner, what are the candidates saying about imposing price gaps?

It was a breath of fresh air in Jackson Hole the other week as Powell aimed for rate cuts to end the year. Inflation has been receding and the job market has been stable. What might the new frontier look like?