UBS Trending

ตอน

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  Looking where everyone else isn't 25.09.2026 11นาที

  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.#shareubs
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  Navigating market concentration risk 24.09.2026 1นาที

  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.
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  Fed Rate Hike: Opportunity or Risk for EM? 23.09.2026 10นาที

  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.
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  Where AI goes from here | UBS Trending 17.09.2026 14นาที

  We explore where AI may be headed, what could surprise investors, and how to separate long-term trends from short-term hype.
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  The bond market is talking 11.09.2026 12นาที

  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.
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  UBS Road to the midterm elections: The future of Social Security explained 08.09.2026 11นาที

  What does insolvency really mean? Watch and learn what could be ahead for Social Security, the policy choices lawmakers may face, and the potential implications for investors, the economy, and retirement planning.
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  Does Brazil's big vote mean bigger stakes? 26.08.2026 11นาที

  UBS's Alejo Czerwonko discusses Brazil's election, mounting debt concerns, and why investors may want to look beyond the headlines. To watch this episode and more, please visit ubs.com/studios.
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  The race for Congress | Road to the Midterm Elections 24.08.2026 13นาที

  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.
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  Increasing rates. Is it 2007 all over again? 20.08.2026 15นาที

  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.
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  AI needs more power 19.08.2026 15นาที

  AI, data centers, and electrification are driving a surge in power demand. Can the grid keep up? We discuss the opportunities and challenges ahead. For more content, please visit ubs.com/studios.
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  Retirement planning for business owners 12.08.2026 5นาที

  James Jack sits down with NewtekOne CEO Barry Sloane to discuss retirement planning, employee benefits, health care costs, and strategies that help business owners build long-term financial security.
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  The rally broadens | UBS Trending 08.08.2026 10นาที

  What happens when more sectors start participating in the rally? A resilient economy, AI investment, and a growing market are shaping the investment landscape. We discuss opportunities beyond the largest technology stocks. To watch this episode and more, please visit ubs.com/studios.
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  High yield has entered the fast lane 06.08.2026

  High yield has upgraded its ride quality. With BB-rated issuers making up about 60% of the index, shorter duration, steady income, and lower default risk, today’s route may be more advantageous than ever.
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  Decoding the Fed with the "real yield" story 05.08.2026 12นาที

  Why are Treasury yields moving higher? UBS CIO's Leslie Falconio explains the bond market's reaction to the Fed, what rising real yields mean, and how investors should position portfolios.
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  The age of intelligent machines 27.07.2026 15นาที

  Is the AI boom just getting started? Alger's Ankur Crawford discusses semiconductors, hyperscaler spending, robotics, and what sector will be the most transformative since the light bulb. Why could the next decade reshape the global economy?
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  Inside the US economy | UBS Trending Extra 24.07.2026 2นาที

  The latest CEO Macro Briefing Book examines growth, inflation, rates, and policy risks. UBS CIO's Paul Hsiao explains what business leaders should know as economic conditions continue to evolve. To watch this episode and more, please visit ubs.com/studios.
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  Earnings momentum builds this Q2 | UBS Trending Extra 23.07.2026 1นาที

  UBS CIO's Matt Tormey breaks down the key themes heading into second-quarter earnings season, including broad-based profit growth, improving manufacturing trends, and corporate guidance.
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  Have Emerging Markets become an AI trade? 21.07.2026 10นาที

  Taiwan and Korea are powering a historic emerging markets rally fueled by semiconductors and AI. But with three chip companies outweighing entire countries, investors are asking: How much further can it go?
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  UBS Road to the Midterm Elections: Policy, Fed, and what’s next 16.06.2026 13นาที

  How will US midterm elections shape markets and policy? J.P. Morgan Asset Management’s Dr. David Kelly shares insights on divided government, fiscal gridlock, inflation risks, geopolitics, and what the Fed may do next.
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  UBS Road to the Midterm Elections: Policy, Fed, and what’s next 16.06.2026 13นาที

  How will US midterm elections shape markets and policy? J.P. Morgan Asset Management’s Dr. David Kelly shares insights on divided government, fiscal gridlock, inflation risks, geopolitics, and what the Fed may do next.