UBS Trending

UBS Trending

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UBS Trending episodes

  • 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.

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    12 min
  • 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.

    2 min
  • 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.

    

    11 min
  • 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.

    13 min
  • 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.

    14 min
  • 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.

    16 min

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