UBS Trending

Mar 07 2025 191 ep. 9 mins 2

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Tune in to UBS Trending for conversations with analysts, influencers and market experts

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The Now, Sustainably – Ep 3

Mar 07 2025 2 mins

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.

Possible shift in fixed income, inflation, and the Fed?

Mar 06 2025 12 mins

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.

Why bother investing beyond the US?

Mar 05 2025 9 mins

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?

4th quarter earnings season wrap-up

Mar 03 2025 1 mins

While the earnings backdrop remains solid, we think that investors should be prepared for some potential near-term volatility in markets.

Rick Rieder on the Fed, markets, and the economy

Two years in a row of 20%-plus market returns, AI's productivity revolution, and a fundamental shift in the relationship between stocks and bonds. How is the current landscape and policies reshaping everything from Fed decisions to global trade?

Trump, tariffs...and the peak of gold

Feb 27 2025 9 mins

As Trump's tariff plans send economic shockwaves through global markets, gold is quietly staging one of its most impressive rallies. From inflation concerns to geopolitical uncertainty, is gold telling a story that goes beyond traditional investing?

The ever-changing NIL landscape

Feb 26 2025 14 mins

Since Name, Image and Likeness (NIL) launched in 2021, there has been a flurry of activity. This year it’s estimated to be $2.5B. With all of this increased spending on NIL deals but little regulation, how should we be advising these young athletes?

The Now, Sustainably - Ep. 2

Feb 14 2025 1 mins

President Trump announced the first ever national energy emergency in the U.S. This executive order is designed to support energy production and infrastructure development, with a focus on fossil fuels. But what is a different headline?

AI policy, power demand and political reality

Feb 12 2025 12 mins

AI is driving unprecedented electricity consumption, while renewable energy's role is expanding amid White House executive orders. So, how could AI revolutionize energy efficiency, investment opportunities in renewables, and provide insights into future trends and challenges?

Will you be impacted by the Social Security Fairness Act?

Feb 10 2025 13 mins

For decades, government employees in states like Colorado and California faced unique Social Security restrictions. Now, as survivor benefits expand and pension rules change, we're tracking a transformation that could mean thousands in additional monthly benefits for some retirees.