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بودكاست الفيديو
الإنجليزية
الولايات المتحدة
313 حلقة
منذ 10 يناير، 2024
episodic

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As the US midterm elections approach, UBS experts explore potential policy scenarios, market implications, and what investors and business owners are watching. 

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الحلقات السابقة

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 ubs.com/studios. #shareubs 
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 
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 
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 wat…
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.
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. 
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.
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.
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.
إخلاء المسؤولية: البودكاست والأعمال الفنية المضمنة في هذه الصفحة مأخوذة من UBS Studios، وهي مملوكة لمالكها وليست تابعة لشركة Listen Notes, Inc أو معتمدة منها.