UBS Global Real Estate Bubble Index 2025

Key contributors to a UBS white paper on the blue economy discuss how the vital system of the global oceans can be supported and sustained in the long term.See omnystudio.com/listener for privacy information. 

The much-anticipated quarter-point Federal Reserve rate cut might be the first of several this year. But what does this week’s move mean for investors?See omnystudio.com/listener for privacy information. 

New French prime minister Sébastien Lecornu is the fifth premier in under two years. UBS CIO for France, Claudia Panseri, discusses whether the Macron loyalist can galvanise the National Assembly and curb French borrowing.See omnystudio.com/listener for privacy information. 

Our conversation outlines opportunities across sustainable fixed income (such as green bonds), the recent IPCC report on climate change, and investing through social themes. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas with the UBS Chief Inv ... Show More

In today’s episode we have the chance to talk to one of the most successful investors of his generation, James Anderson, Former Partner at Baillie Gifford. I'm joined by Mark Wallace, MD of Rothschild & Co, who brings his expertise on US tech equities to this discussion. From 198 ... Show More

In this episode, Nicolai Tangen is joined by Tufan Erginbilgic, the CEO of Rolls-Royce, to discuss the transformation journey of this iconic company. With over 20 years at BP, where he led the downstream business to double underlying earnings and triple returns, Tufan brings a we ... Show More

We spotlight the latest edition of the quarterly UBS CEO Macro Briefing book as we explore how a shifting macro environment and unprecedented election cycle has impacted the outlook for business owners. Featured are Jason Draho, Head of Asset Allocation Americas, and Paul Hsiao, ... Show More

Dan Nathan and Gene Munster, founder and partner of Deepwater Asset Management delve into the latest developments in the tech market, focusing on NVIDIA's impending earnings report and the competitive landscape of AI. They discuss expectations for NVIDIA's revenue growth, the imp ... Show More

Paul rejoins us in-studio to answer some of the most commonly asked questions our business-owner clients have regarding the M&A, Private Equity, Venture Capital, and IPO space in 2025. Featured is Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host ... Show More

Our conversation outlines performance expectations for the asset class in the year ahead, including a look at the drivers behind recent performance and some considerations when it comes to portfolio strategy and positioning for 2023. Featured is Kathleen McNamara, Senior Municipa ... Show More

Head of ETF Research Daniel Dornel discusses recent trends in investing through exchange-traded funds, including investors moving from ETFs with very selective ESG criteria to less selective ones to limit return deviations from the market index. He also tells Daniel Morris, Chief ... Show More

Our conversation walks you through the June UBS House View Investment Strategy Guide, along with outlines why the odds of the secular bull case scenario playing out are on the rise (and the investment implications to be mindful of). Featured is Jason Draho, Head of Asset Allocati ... Show More

How have investor anxieties over the impact of US tariffs on economic growth, US debt sustainability and generally volatile markets affected recent flows in exchange-traded funds? Chief Market Strategist Daniel Morris talks to Daniel Dornel, Head of ETF Research, about the latest ... Show More