UBS Trending
Tune in to UBS Trending for conversations with analysts, influencers and market experts.
Episodes
2026 midterms: Markets and policy
As the US midterm elections approach, UBS experts explore potential policy scenarios, market implications, and what investors and business owners are watching.
A quarter to remember | UBS Trending Extra
Leslie breaks down why this year was “a quarter to remember”: why Treasury yields hit 2002 highs, what’s driving interest-rate volatility, and where she sees value in fixed income today. For more content, please visit ubs.com/studios.#shareubs
Why this market feels different
Capital Group's Martin Romo explains why today's market concentration, AI boom, and investment landscape may be unlike anything investors have seen before. To this and more content, please visit ubs.com/studios.#shareUBS
15-year high yields - Should I buy munis now?
With yields near multi-year highs, David Hammer of PIMCO explains the risks, opportunities, and investment themes shaping today's muni market. For more content, please visit ubs.com/studios.#shareUBS
Looking where everyone else isn't
While investors remain focused on the Mag 7, small-cap value stocks could offer compelling opportunities. From AI-driven growth and manufacturing expansion to long-term portfolio positioning, we explore why some of the biggest opportunities may be hiding outside the market's biggest names. To watch this episode and more, please visit ubs.com/studios.#shareubs
Navigating market concentration risk
When too much market momentum is carried by a handful of stocks, portfolios can become vulnerable when the winds shift. Learn why balance matters for staying on course through changing market conditions.
Fed Rate Hike: Opportunity or Risk for EM?
Rising US rates have historically pressured emerging markets. So why are EM stocks and bonds outperforming today? UBS CIO's Alejo Czerwonko breaks down the opportunities, risks, and what's different this time. To watch this episode and more, please visit ubs.com/studios.
Where AI goes from here | UBS Trending
We explore where AI may be headed, what could surprise investors, and how to separate long-term trends from short-term hype.
The bond market is talking
Are bond markets sending a warning? Leslie Falconio explains the surge in Treasury yields, the Fed outlook, credit spreads, and where fixed income investors may still find value. For more content, please visit ubs.com/studios.
UBS Road to the midterm elections: The future of Social Security explained
What does insolvency really mean? Watch and learn what could be ahead for Social Security, the policy choices lawmakers may face, and the potential implications for investors, the economy, and retirement planning.
Does Brazil's big vote mean bigger stakes?
UBS's Alejo Czerwonko discusses Brazil's election, mounting debt concerns, and why investors may want to look beyond the headlines. To watch this episode and more, please visit ubs.com/studios.
The race for Congress | Road to the Midterm Elections
In this episode, we break down the key factors shaping the U.S. midterm elections, including inflation, voter enthusiasm, competitive Senate and House races, and the potential impact of election outcomes on Washington policymaking and financial markets. For more information, visit ubs.com/electionwatch.
Increasing rates. Is it 2007 all over again?
BlackRock's Rick Rieder discusses the 30-year Treasury yield’s highest level since 2007, where rates are headed, where the best opportunities in fixed income are, and what the bond market may be telling investors about the road ahead. To watch this episode and more, please visit ubs.com/studios.
AI needs more power
AI, data centers, and electrification are driving a surge in power demand. Can the grid keep up? We discuss the opportunities and challenges ahead. For more content, please visit ubs.com/studios.
Retirement planning for business owners
James Jack sits down with NewtekOne CEO Barry Sloane to discuss retirement planning, employee benefits, health care costs, and strategies that help business owners build long-term financial security.
The rally broadens | UBS Trending
What happens when more sectors start participating in the rally? A resilient economy, AI investment, and a growing market are shaping the investment landscape. We discuss opportunities beyond the largest technology stocks. To watch this episode and more, please visit ubs.com/studios.
High yield has entered the fast lane
High yield has upgraded its ride quality. With BB-rated issuers making up about 60% of the index, shorter duration, steady income, and lower default risk, today’s route may be more advantageous than ever.
Decoding the Fed with the "real yield" story
Why are Treasury yields moving higher? UBS CIO's Leslie Falconio explains the bond market's reaction to the Fed, what rising real yields mean, and how investors should position portfolios.
The age of intelligent machines
Is the AI boom just getting started? Alger's Ankur Crawford discusses semiconductors, hyperscaler spending, robotics, and what sector will be the most transformative since the light bulb. Why could the next decade reshape the global economy?
Inside the US economy | UBS Trending Extra
The latest CEO Macro Briefing Book examines growth, inflation, rates, and policy risks. UBS CIO's Paul Hsiao explains what business leaders should know as economic conditions continue to evolve. To watch this episode and more, please visit ubs.com/studios.
Earnings momentum builds this Q2 | UBS Trending Extra
UBS CIO's Matt Tormey breaks down the key themes heading into second-quarter earnings season, including broad-based profit growth, improving manufacturing trends, and corporate guidance.
Have Emerging Markets become an AI trade?
Taiwan and Korea are powering a historic emerging markets rally fueled by semiconductors and AI. But with three chip companies outweighing entire countries, investors are asking: How much further can it go?
UBS Road to the Midterm Elections: Policy, Fed, and what’s next
How will US midterm elections shape markets and policy? J.P. Morgan Asset Management’s Dr. David Kelly shares insights on divided government, fiscal gridlock, inflation risks, geopolitics, and what the Fed may do next.
UBS Road to the Midterm Elections: Policy, Fed, and what’s next
How will US midterm elections shape markets and policy? J.P. Morgan Asset Management’s Dr. David Kelly shares insights on divided government, fiscal gridlock, inflation risks, geopolitics, and what the Fed may do next.
Policy pressure, power and markets
PIMCO’s Libby Cantrill breaks down geopolitics, policy pressure, consumer impact, and what it means for markets and the midterm elections outlook.
UBS Trending Extra: Q1 Earnings—A True Team Performance
Corporate America delivered a championship-level Q1, with profit growth topping 17%—the fastest in four years. AI led the way, but strength was broad-based, boosting confidence for US equities even as market volatility persists.
What the bond market is saying
A look at rates, the Fed, credit spreads and where fixed income opportunities may be emerging now.
Navigating markets in uncertain times
From energy prices to Fed policy and inflation fears, Invesco’s Brian Levitt breaks down key risks and what they mean for investors.
Will AI take jobs?
UBS Economist Andrew Dubinsky examines whether AI will cut jobs or boost growth, exploring labor risk, productivity gains, and lessons from past tech revolutions.
True conversations that shape legacy
How can families build trust, share values, and prepare for the future? UBS's Judy Spalthoff reveals the importance of open conversations amongst family members and why they matter to its legacy.
How are Venezuela and Cuba positioned now?
Venezuela’s new leadership, debt talks, and US cooperation are reshaping the country—and maybe the region. Alejo Czerwonko explains what’s changed, what’s next, and what it means for investors.
The future of resources… or the lack thereof
From the Strait of Hormuz to battery metals, resource risks and opportunities are changing fast. Paul Baiocchi breaks down what every investors need to know about real assets, scarcity, and the hidden themes shaping the future.
UBS Road to the Midterm Elections: Policy, markets, and what matters most
Tune into this timely discussion on the 2026 US midterm elections to explore what’s at stake, how policy shifts could affect markets, and what investors should watch. Learn more at ubs.com/ElectionWatch.
Inside the Great Wealth Shift
With $83 trillion on the move, families face new challenges and opportunities. Libby Stantial with UBS reveals why the next generation is focused on stewardship, not just inheritance.
UBS Trending Extra: Will the Iran War cause a recession?
Iran War is still in uncertainty while markets are moving aggressively—what’s driving the action? Paul Hsiao, Senior Asset Allocation, CIO at UBS breaks down the data for the latest trends and where he sees opportunity for investors.
UBS Trending Extra: Fertilizer & the Strait of Hormuz
Strait of Hormuz tensions, fertilizer supply, and spring uncertainty—discover how these forces could impact energy, agriculture, and investment opportunities this season.
The power of direct indexing
Direct indexing is changing the game for after-tax investing. We break down why taxes matter, how direct indexing works, and who can benefit most—plus the latest data and strategies for investors.
Focusing on what’s ahead in fixed income
UBS Head of Fixed Income, CIO Leslie Falconio joins Anthony Pastore to break down the latest on rates, spreads, quality in credit, and what a new Fed chair could mean for volatility. Where should investors be positioned in fixed income now?
UBS Trending Extra: Tax cuts and gas prices
How much are tax cuts boosting household cash—and are higher gas prices taking it right back? UBS CIO Economist, Andrew Dubinsky breaks down the numbers, the impact on spending, and what to watch next for the US economy.
Beyond the headlines—Private Markets
Private markets are still top of mind—even if they’re not in the headlines. Three experts join Anthony Pastore to break down the latest CIO report, address key questions, and share what investors need to know now.
UBS Trending Extra: Not your usual summer earnings report
UBS’s Matt Tormey delivers your earnings season “weather report”—from blue skies to possible storms, here’s what investors need to know now.
EM—Less volatile than you might think
Emerging markets are defying old stereotypes. Alejo Czerwonko from UBS CIO explains why EM volatility may be falling, how fundamentals are shifting, and what it means for portfolios in a world of geopolitical and technological upheaval.
Is “Follow the Money” the right path?
Markets are moving on headlines, but what do the fundamentals say? Brian Mulberry explains how to cut through the noise, where to find opportunity in the AI capex boom, and how to position for what’s next.
Wrong time to get into the housing market?
US housing markets are shifting fast. Angel Oak Capital breaks down the latest data, from home prices to mortgage rates and supply trends. Are we headed for a slowdown—or is resilience stronger than expected?
A perfect equation for the volatile markets?
Markets are shifting under the weight of new risks and opportunities. Julia Hermann with New York Life explores what’s driving volatility—and how investors can adapt as the macro landscape evolves.
The great muni reset
Volatility is back in municipal bonds. PIMCO’s David Hammer joins us to drive us through the trending headlines. Are munis a safe haven or a risk for investors in 2026?
Is software dead from a financial lens?
The headlines say AI is coming for software jobs and companies—but some people aren’t buying it. Are small-cap software firms at risk, or are they driving the next wave of innovation?
Where to find stability in uncertainty
Markets have been on the move—volatility, shifting Fed expectations, and big moves in fixed income. As we wrap up the first quarter, what drove performance, and how should investors position for what's coming next?
The great broadening in equities
It’s time to diversify concentrated positions—new sectors, global opportunities, and Main Street policies are driving the next wave of growth.
The Great Broadening
The Chief Investment Office at UBS believes both U.S. and global equities are attractive right now. But more importantly, it’s time to broaden your portfolio.
Policy, markets, risks in 2026
UBS CIO discusses how shifting policy, potential market bubbles, and midterm elections could shape the 2026 outlook for business owners and investors.
A new Fed era and the stakes ahead
UBS Trending dives into a volatile 2026 outlook as the Fed nominates a new chair, rates hold steady, yields break higher, and MBS momentum collides with shifting policy. What risks—and opportunities—should investors watch out for?
The fine line between oil and geopolitics
Jay Dobson from the UBS Chief Investment Office breaks down what’s really driving today’s oil and energy markets. The conversation also looks at investor implications, including the CIO’s Neutral view on energy and the growing demand story behind utilities as AI, data centers, and electrification expand.
UBS Trending Extra: A pivotal year for sustainability
2025 brought major milestones—record policy shifts, booming AI and renewables, and sustainable investing topping $3.7tr. AI, renewables, and shifting climate policies create opportunities but intentional choices matter more than ever.
Balancing opportunities in industrials for 2026
The industrial sector is now powering AI data centers, advancing automation, and driving aviation innovation. Explore how industrials are overcoming economic headwinds and why a balanced approach offers compelling opportunities for 2026.
US economy: A tale of resilience
How resilient is the US economy heading into 2026? With household debt near multi-year lows and equity markets near record highs, what does this mean for investors and what are the takeaways for making sense of today’s financial landscape?
Emerging Market 2026 expectations
As we look toward 2026, the global economy is evolving in ways that could reshape opportunities across emerging markets. Which markets are better positioned to navigate challenges, and what lessons have they learned from the past?
Housing market in motion
The US housing market continues to be a focal point. With affordability under pressure, the dynamics of supply, demand, and pricing are shifting. Where do mortgage rates and home prices go from here?
Fixed income outlook
With the Fed cutting this year and another move possible in December, how could the policy path look as we head into 2026? How might these shifts affect the outlook for fixed income in the year ahead?
The future of giving
Charitable giving has always been about making an impact but what happens when the rules change? Beginning in 2026, new tax laws will reshape how deductions work for donors at every level. So, what does this mean for the future of giving?
Reading the economic room
Markets are moving fast, but not always in the same direction. Rate cuts, near daily highs, and policy pivots, it’s a lot to keep up with. So what’s noise, and what’s worth watching?
Making sense of Fed moves and markets
From the Fed’s latest rate cut to surprising trends in equities and bonds, investors may be scratching their heads. Tune in to find out what you need to know to navigate ongoing uncertainty.
Credit moves and mortgage rate lows
As we approach year-end, what’s next for credit markets, and with mortgage rates at their lowest in a year, will high-quality bonds remain in favor?
Economic crossroads with Dr. David Kelly
As we wrap up 2025, what have been the biggest forces shaping the economy and what surprises might 2026 have in store? How might central bank decisions and shifting market dynamics impact investors and businesses in the months ahead?
Business minded, market ready
As we head into the last few weeks of 2025, what does the economic picture look like for business owners? How does one navigate stocks near record highs, a Fed that is cutting rates, and ongoing policy updates?
AI - Appetite for consumption
Artificial intelligence is everywhere and it’s demanding more power, more real estate, and more metal. As an investor, how should you be thinking about opportunities in and around AI?
UBS Trending Extra: 3Q earnings season preview
3Q earnings season looks strong not spooky! Profits may rise10%, beating forecasts. Lower tariff risks, Fed rate cuts, and solid AI trends support our US equities upgrade. Learn more in “S&P 500 EPS: a key pillar for the bull market”.
Not your parents' emerging markets
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
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
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
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
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?
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
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
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?
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
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
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
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?
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?
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