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?

ChatGPT is a watershed moment for artificial intelligence (AI) and its adoption. While we are just in the early innings, we are witnessing the start of a major investment boom and technological advance that may fundamentally affect all economic sectors. We break down our investment framework to identify AI opportunities and where we think investors should focus.

Like the NBA champs the Boston Celtics, mortgage-backed securities have become the talk of the town. Why are MBS being seen as an investment opportunity right now? Is it a trend or is there more longevity to the story?