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UBS Trending
UBS Studios
256 episodes
1 month ago
Tune in to UBS Trending for conversations with analysts, influencers and market experts
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Investing
Business,
Careers,
Entrepreneurship
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All content for UBS Trending is the property of UBS Studios and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Tune in to UBS Trending for conversations with analysts, influencers and market experts
Show more...
Investing
Business,
Careers,
Entrepreneurship
Episodes (20/256)
UBS Trending
US economy: A tale of resilience
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?
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1 month ago
10 minutes 17 seconds

UBS Trending
Emerging Market 2026 expectations
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?
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1 month ago
10 minutes 4 seconds

UBS Trending
Housing market in motion
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? 
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1 month ago
13 minutes 20 seconds

UBS Trending
Fixed income outlook
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?
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1 month ago
11 minutes 20 seconds

UBS Trending
The future of giving
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?
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1 month ago
9 minutes 48 seconds

UBS Trending
Reading the economic room
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?
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1 month ago
10 minutes 28 seconds

UBS Trending
Making sense of Fed moves and markets
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.
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1 month ago
12 minutes 1 second

UBS Trending
Credit moves and mortgage rate lows
As we approach year-end, what’s next for credit markets, and with mortgage rates at their lowest in a year, will high-quality bonds remain in favor?
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1 month ago
11 minutes 27 seconds

UBS Trending
Economic crossroads with Dr. David Kelly
As we wrap up 2025, what have been the biggest forces shaping the economy and what surprises might 2026 have in store? How might central bank decisions and shifting market dynamics impact investors and businesses in the months ahead? 
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1 month ago
1 minute 21 seconds

UBS Trending
Business minded, market ready
As we head into the last few weeks of 2025, what does the economic picture look like for business owners? How does one navigate stocks near record highs, a Fed that is cutting rates, and ongoing policy updates?
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2 months ago
12 minutes 39 seconds

UBS Trending
AI - Appetite for consumption
Artificial intelligence is everywhere and it’s demanding more power, more real estate, and more metal. As an investor, how should you be thinking about opportunities in and around AI?
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2 months ago
12 minutes 32 seconds

UBS Trending
UBS Trending Extra: 3Q earnings season preview
3Q earnings season looks strong not spooky! Profits may rise10%, beating forecasts. Lower tariff risks, Fed rate cuts, and solid AI trends support our US equities upgrade. Learn more in “S&P 500 EPS: a key pillar for the bull market”.
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2 months ago
1 minute 21 seconds

UBS Trending
Not your parents' emerging markets
Emerging Markets are in the spotlight. What’s driving renewed optimism in the space? Is tech the game changer? Which regions are set to lead? How can investors manage risks, and spot the next big opportunity?
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2 months ago
8 minutes 46 seconds

UBS Trending
Health care’s new era - Longevity and innovation
Health care… from policy shifts to demographic trends, the sector is undergoing a transformation that’s capturing investor attention. As longevity becomes a defining force in global markets, why are biopharmaceuticals and medical innovation emerging as key drivers of portfolio strategy?
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2 months ago
13 minutes 5 seconds

UBS Trending
UBS Trending Extra: AI powering digital advertising
Curious where AI’s fuel comes from? Your attention powers the engine! Ad dollars from platforms like Meta and Alphabet drive smarter AI, making ads more effective and shaping how we spend time online.
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3 months ago
2 minutes 19 seconds

UBS Trending
Fixed Income: Rates, rallies, risks
As we enter the final quarter of 2025, how has fixed income performed, particularly with the impact of renewed Fed rate cuts? What about the housing market or mortgage rates? Where are the potential vulnerabilities? 
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3 months ago
11 minutes 56 seconds

UBS Trending
Emerging Markets: Opportunity Amid Fed Rate Moves
As the Federal Reserve enters a rate-cutting cycle, what are the potential implications for emerging markets?
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3 months ago

UBS Trending
The Fed made a move…what’s next?
The Federal Reserve’s September meeting has wrapped and investors are watching closely for what comes next. How will the Fed’s decision to cut rates impact markets and the economy? Plus, can this equity rally continue?
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3 months ago

UBS Trending
2Q Earnings in Hindsight
2Q25 earnings season is over. With profits beating estimates, what drove results, and what are our key takeaways for the second half of the year?
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4 months ago
1 minute 23 seconds

UBS Trending
Calm in the markets
In the heart of New York, Central Park stays serene, and so do the markets. What explains this calm amid uncertainty, tariffs, and shifting federal spending as investors remain steady in a world full of noise and disruption?
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4 months ago
2 minutes 55 seconds

UBS Trending
Tune in to UBS Trending for conversations with analysts, influencers and market experts