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Latest video content from the Chief Investment Office

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House View Monthly Livestream

Watch the replay

Watch the replay of our October House View live conversation, featuring insights from Leslie Falconio, Head of Taxable Fixed Income Strategy, CIO Americas, and Paul Hsiao, Asset Allocation Strategist, CIO Americas.

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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

Replay – House View client livestream

Watch the replay of our September House View live conversation, featuring insights from David Lefkowitz, Head of Equities, CIO Americas, and Kurt Reiman, Head of Fixed Income and Municipal Securities, CIO Americas.

Replay – CIO response to market volatility

CIO response to market volatility: Outlook and positioning

Solita Marcelli, Chief Investment Officer, CIO Americas hosted Jason Draho, Head of Asset Allocation, David Lefkowitz, Head of Equities, and Leslie Falconio, Head of Taxable Fixed Income Strategy to discuss the market selloff, our outlook going forward, and how to position.

Replay – Value investing in an uncertain world

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, hosted by Solita Marcelli, Chief Investment Officer Americas, and Mark Axelowitz, Managing Director and UBS Private Wealth Advisor.

Replay – Middle East Escalation: Outlook and implications

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.

Replay – ElectionWatch 2024 event: 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.

Replay – 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.

Replay – 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.