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Middle East Escalation: Outlook and implications

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Tensions in the Middle East continue to escalate following Iran’s attack on Israel. To discuss the latest developments and what could happen next, Solita Marcelli, Chief Investment Officer Americas, UBS Global Wealth Management, hosted a special client conversation with Admiral James Stavridis, Vice Chair of Global Affairs at The Carlyle Group, who previously served as the 16th Supreme Allied Commander at NATO. Paul Donovan, Chief Economist, and Jay Dobson, Energy and Utilities Sector Strategist, also joined to discuss the implications for the economy, Fed, oil markets, and investments.

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Virtual client event Value investing in an uncertain world

Tune in for a special fireside chat on the outlook for the world, economy, and value investing with Bill Ackman, Founder and CEO of Pershing Square Capital Management, and Ryan Israel, Chief Investment Officer at Pershing Square Capital Management.

Date: Friday, May 3
Time: 4:30 p.m. CT (5:30 p.m. ET)

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ElectionWatch 2024 UBS Road to the Election

CIO launched a new weekly video series “UBS Road to the Election.” New episodes will air every Thursday at 4:30 p.m. ET. For additional election-related content, we encourage you to visit the ElectionWatch hub.

 



 

Replays

ElectionWatch 2024 event replay: The race, the world, and investments

Watch the replay of our special ElectionWatch event, hosted by Solita Marcelli, Chief Investment Officer Americas, UBS Global Wealth Management. Frank Kelly, Founder & Managing Partner at Fulcrum Macro Advisors LLC and Senior Political Strategist at DWS, breaks down the state of the race; Mike Rogers, Former Director of the National Security Agency, examines the geopolitical landscape as we approach November; and David Rubenstein, Co-Founder of The Carlyle Group, discusses the implications for the economy and financial markets.

House View livestream replay: Featured insights

Watch the replay of our latest House View live conversation which featured insights from Nadia Lovell, Senior US Equity Strategist, Kevin Dennean, Tech and Telecom Sector Strategist, and Leslie Falconio, Head of Taxable Fixed Income Strategy.

Special Livestream replay: Glass half full? Outlook for 2024 and beyond

Watch the replay of our January 25 special client livestream featuring Solita Marcelli, Chief Investment Officer, CIO Americas, and Henry McVey, Head of Global Macro & Asset Allocation, CIO of KKR Balance Sheet.

Israel-Hamas war: Outlook and implications

On Tuesday, November 7, Solita Marcelli, Chief Investment Officer Americas, hosted a special client conversation with Ambassador Dennis Ross, Former Special Assistant to the President and Former White House National Security Council Senior Director for the Central Region, to discuss the latest developments surrounding the Israel-Hamas war, what could happen next, and the broader implications.

Hamas attack on Israel - Outlook and Implications replay

On Thursday, 12 October at 4:00 p.m. ET, our Chief Investment Office hosted a client conversation covering the attack on Israel by Hamas, what has happened so far, potential scenarios moving forward, and the near- and long-term implications.

General David Petraeus, (US Army, Ret), Partner at KKR, Chairman of the KKR Global Institute, and former Director of the CIA, joined Solita Marcelli, Chief Investment Officer Americas for UBS Global Wealth Management, for the discussion.

Obesity therapies: Weighing the impact part 1

The UBS Chief Investment Office (CIO) invites you to a deep-dive conversation with Dr. Jamie Kane, Director, Northwell Health Center for Weight Management, hosted by Anthony Pastore, Head of Broadcast Communications.

Obesity therapies: Weighing the impact part 2

In this second part of the conversation, we're joined by Paul Donovan, Chief Economist, UBS Global Wealth Management.