President Biden made the historic announcement that he’s dropping out of the presidential race. Tom McLoughlin, Senior Fixed Income Strategist and Co-lead of ElectionWatch, CIO Americas, UBS, explores the implications and the likelihood of VP Kamala Harris receiving the nomination.

As we look ahead to potential rate cuts from the Fed, and the continued rallies we see in equity and bond markets, you have to wonder, what comes next? Perhaps there could there be a benefit to adding precious metals to your portfolio?

We are just past the mid-year of 2024. EM equities’ performance was positive. What had been the drivers to this growth, and what can be possible roadblocks in the future?

India’s economy grew more than 8% over the last year. This makes it the fastest growing major economy in the world, even after a rougher-than-expected election. So where did this growth come from?

How are the national budget and foreign policy affected by presidential transitions? Admiral Jonathan Greenert, UBS Advisory Council Member and former Chief of US Naval Operations, explores what a second term for Biden or Trump could mean.

Municipal bonds may not grab your attention right away, however, they could play an important role in certain portfolios. Credit conditions are potentially the best in 20 years. Can this muni credit trend persist given the climate we’re in?

We discuss interest rates and monetary policy on this program quite often - it’s towards the top of the list of hot topics in finance these days. What is the possibility of recession, but should that be back on the table?

Last month we discussed the water and energy thirst of AI companies. Today, we find out how chips companies, including NVIDIA, do on managing their human capital and water and energy demand.

Will the Tax Cuts and Jobs Act expire in 2025? Bill Cass, Director of Wealth Planning at Franklin Templeton, explores how taxes could be impacted by the election and how you can prepare for potential hikes.

We’re already past the halfway mark for 2024. For those investors clipping coupons, the bond market has treated you well so far. But looking at the second half of the year, what could potentially fuel further upswings in the market?