UBS Road to the Election: The bottom line
In its final days, the US presidential race couldn’t be tighter. Kurt Reiman, Head of Fixed Income, CIO Americas, advises worried investors not to vote with their portfolios, and shares tactical ways ...
24 Loka 20240s
Impact of the election on climate policy
Less than 4 weeks until election day and there is so much unanswered. CIO breaks it down: How does the presidential election impact the Inflation Reduction Act and climate policy in the US?
11 Loka 20241min
UBS Road to the Election: China, trade, and the economy
If elected, how would Trump or Harris handle relations with China, including trade and tariffs? Robert Daly, Director of the Kissinger Institute on China and the US, says that, while their approaches ...
10 Loka 202411min
The era of AI – episode 2 – The infrastructure
This is the 2nd episode of the series – “The era of AI.” We have a conversation with Dan Flax, Global Research for Neuberger Berman detailing transformations about the utilization of AI in the health ...
8 Loka 202413min
Reshoring, dockworker strike and the US economy
With a US election on the horizon and a dockworker strike just beginning, reshoring has taken the spotlight. So, how does this all potentially affect the American consumer and the average investor?
4 Loka 202412min
Estate tax exemption might change…now what?
The 2017 Tax Cuts and Jobs Act is currently set to expire at the end of 2025. The historically high “lifetime gift” and “estate tax exemption” that exists today could be cut in half by 2026. What migh...
2 Loka 20241min
3 takeaways from New York Climate Week
Climate investment continues amid challenges; CIO shares thoughts after attending New York Climate Week events.
2 Loka 20241min
Goldilocks environment for credit
The ol’ saying is - “Good things come to those who wait.” But does waiting yield more attractive valuations for your portfolio, and does that lie in investment grade corporates.
30 Syys 202410min
