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Latest episodes

What could change the Fed’s next move?

October 21, 2026 · 9 min

Explore the forces shaping the Fed’s next policy decision, including inflation, higher-for-longer interest rates, Treasury yields, credit conditions, and growing concentration in the AI trade.
The advisor advantage in an AI world

October 16, 2026 · 11 min

What can advisors provide that AI cannot? Tim Ackerman discusses trust, perspective, and the value of human guidance.
2026 midterms: Markets and policy

October 14, 2026 · 15 min

As the US midterm elections approach, UBS experts explore potential policy scenarios, market implications, and what investors and business owners are watching.
A quarter to remember | UBS Trending Extra

October 9, 2026 · 3 min

Leslie breaks down why this year was “a quarter to remember”: why Treasury yields hit 2002 highs, what’s driving interest-rate volatility, and where she sees value in fixed income today. For more content, please visit…
Why this market feels different

October 8, 2026 · 13 min

Capital Group's Martin Romo explains why today's market concentration, AI boom, and investment landscape may be unlike anything investors have seen before. To this and more content, please visit ubs.com/studios. #shareUBS

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15-year high yields - Should I buy munis now?

September 29, 2026 · 12 min

With yields near multi-year highs, David Hammer of PIMCO explains the risks, opportunities, and investment themes shaping today's muni market. For more content, please visit ubs.com/studios. #shareUBS
Looking where everyone else isn't

September 25, 2026 · 12 min

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…
Navigating market concentration risk

September 24, 2026 · 1 min

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.
Fed Rate Hike: Opportunity or Risk for EM?

September 23, 2026 · 10 min

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…
Where AI goes from here | UBS Trending

September 17, 2026 · 15 min

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

September 11, 2026 · 12 min

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

September 8, 2026 · 12 min

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.