Video features

From the Chief Investment Office, David Lefkowitz, CIO Head of US Equities, John Murtagh, Fixed Income Analyst, and Andrew Dubinsky, US Economist, discuss takeaways from the recent Fed hike, where we are in the earnings cycle, and also look at how price movements in oil and Treasury yields are shaping markets. Hosted by Anthony Pastore.

Our analysts, Leticia Zemaitis, Fixed Income Strategist CIO Americas, and Matthew Tormey, US Equity Strategist CIO Americas, discussed what is going on in markets, including equity valuations post-earnings, high-yield bonds, and the potential impact of new trade tariffs. Hosted by Alejo Czerwonko, Chief Investment Officer Emerging Markets.

Host Anthony Pastore was joined by Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities, Kurt Reiman, Head of Fixed Income, CIO Americas, and Nathaniel Gabriel, CIO Equity Strategist, to look at how transformational innovation shaped the nation throughout history, drawing parallels to themes driving today’s investment landscape. They shared their perspectives on the current market outlook.

A special edition fireside chat with Joe Tsai, Chairman of Alibaba, a global leader in e-commerce and artificial intelligence. Following introductory remarks from Mike Ebert, Head IB Americas at UBS, Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities, moderates a conversation, delving into topics like the future of AI and the dynamics of the China Tech market.

Explore more artificial intelligence content from CIO at ubs.com/ai-hub

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.