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Jay Dobson from the UBS Chief Investment Office breaks down what’s really driving today’s oil and energy markets. The conversation also looks at investor implications, including the CIO’s Neutral view on energy and the growing demand story behind utilities as AI, data centers, and electrification expand.

2025 brought major milestones—record policy shifts, booming AI and renewables, and sustainable investing topping $3.7tr. AI, renewables, and shifting climate policies create opportunities but intentional choices matter more than ever.

The industrial sector is now powering AI data centers, advancing automation, and driving aviation innovation. Explore how industrials are overcoming economic headwinds and why a balanced approach offers compelling opportunities for 2026.

How resilient is the US economy heading into 2026? With household debt near multi-year lows and equity markets near record highs, what does this mean for investors and what are the takeaways for making sense of today’s financial landscape?

As we look toward 2026, the global economy is evolving in ways that could reshape opportunities across emerging markets. Which markets are better positioned to navigate challenges, and what lessons have they learned from the past?

The US housing market continues to be a focal point. With affordability under pressure, the dynamics of supply, demand, and pricing are shifting. Where do mortgage rates and home prices go from here? 

With the Fed cutting this year and another move possible in December, how could the policy path look as we head into 2026? How might these shifts affect the outlook for fixed income in the year ahead?

Charitable giving has always been about making an impact but what happens when the rules change? Beginning in 2026, new tax laws will reshape how deductions work for donors at every level. So, what does this mean for the future of giving?

Markets are moving fast, but not always in the same direction. Rate cuts, near daily highs, and policy pivots, it’s a lot to keep up with. So what’s noise, and what’s worth watching?

From the Fed’s latest rate cut to surprising trends in equities and bonds, investors may be scratching their heads. Tune in to find out what you need to know to navigate ongoing uncertainty.