Afleveringen
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In this episode, Sandy Kaul, Head of Innovation at Franklin Templeton, discusses AI and its relationship to client portfolios. What happens when they merge and what impact will that have on the role of the financial advisor?
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The market's verdict so far has been harsh. Two critical questions emerge: Will they trigger a recession? And can the Federal Reserve respond effectively if inflation remains elevated?
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Zijn er afleveringen die ontbreken?
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Bear market headlines are back in the spotlight following the latest tariff developments. While bear markets can be painful for investors with the S&P 500 declining, forward returns have historically been strong after a bear market. Find our latest insights on ubs.com/potus47.
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With US tariffs surging from 2.5% to 25%, global trade and investment flows face a historic restructuring. Through an Emerging Markets lens, how are these times affecting places around the world?
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The word 'uncertainty' appeared 16 times in the Fed Chair's latest press conference - a fitting soundtrack for today's economic landscape. Will the Fed pivot or will they stick to their path to rate cuts?
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AI, climate adaptation, and supply chain security aren't just buzzwords - they're reshaping how capital flows across borders and sectors. Why waiting for perfect clarity might mean missing the opportunity?
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April 2nd marks a key date for global trade policy. As nations prepare for new potential tariff measures, financial markets continue to adjust. How could these developments impact different sectors and investment strategies?
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We’re at the midpoint of a decade that has brought solid economic growth and technological breakthroughs, but which also gave us a global pandemic and ongoing geopolitical conflicts. So what are entrepreneurs thinking about today?
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5 years from now, women will control 38% of investable assets – that’s $30 trillion in financial power. Is this the time for the SHEconomy?
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With government debt projected to reach 160% of GDP and interest rates expected to bottom out at 4% vs. 2% - has the market misjudged the economic impact of the new administration's agenda?
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Today's markets might be experiencing their own slack tide — caught between strong fourth quarter growth and the potential headwinds of Trump's policies. While investors remain optimistic, tariffs, immigration restrictions, and spending cuts could be about to change the economic current.
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Think of energy infrastructure as the circulatory system of the modern economy - invisible to most. As artificial intelligence accelerates electricity demand, what does it take for the nation to go from energy dependent to global leader.
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While headlines focus on tariffs and trade tensions, there is another aspect to the story... reshoring. US companies are now looking to rebuild on American soil. How could this reshape portfolios and potentially redefine America's economic future?
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Credit stress is rising among younger Americans, tariff proposals could cost households over $2,000 annually and middle-income shoppers are showing new price sensitivity. How might this consumer transformation reshape markets?
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In this 7th episode of “The era of AI”, we have a conversation with Ankur Crawford, Executive VP and Portfolio Manager at Alger about DeepSeek. What is the cost of AI now that other AI machine are starting to emerge?
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From the rise of DeepSeek to the uncertain impact of tariffs, 2025's market landscape is challenging historical patterns. Are we witnessing a fundamental shift in market dynamics or just another chapter in a familiar story?
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After a decade of being overshadowed by passive investing, hedge funds are showing signs of a renaissance. They provided better diversification than bonds and institutional sentiment is bullish. Is smart money rediscovering active management?
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Here’s a headline that we’ve seen a lot in the news recently – “European regulators make U-turn on corporate sustainability rules.” Taking a look at the research, we have another perspective. Watch to find out more and see the opportunities to invest sustainably.
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Treasury yields are falling, inflation concerns are giving way to growth worries, and agency mortgage-backed securities are delivering 5.75% yields with AAA ratings. As markets shift their focus, we're tracking why this sentiment change matters.
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After fifteen years of dominance by US markets European and emerging markets suddenly began outperforming, with China leading the charge. Is this just a hiccup, or is it the beginning of a major shift in global market leadership?
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