UBS Road to the Election

The bottom line

24 Oct 2024

Episode 31  |  In its final days, the US presidential race couldn’t be tighter. Kurt Reiman, Head of Fixed Income, CIO Americas, advises worried investors not to vote with their portfolios, and shares tactical ways to prepare for potential volatility.

China, trade, and the economy

10 Oct 2024

Episode 30  |  If elected, how would Trump or Harris handle relations with China, including trade and tariffs? Robert Daly, Director of the Kissinger Institute on China and the US, says that, while their approaches would differ, preserving peace should be at the center.

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.

Investment survival guide

26 Sep 2024

Episode 29  |  Investors looking to make portfolio changes ahead of the election should know it’s not about winners and losers, says Phil Orlando, Chief Equity Market Strategist at Federated Hermes. It’s about staying invested for the long term. He shares the areas of the market poised for success this election season, covers what a contested election could mean for markets, and more.

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.

Muni tax exemption risk

19 Sep 2024

Episode 28  |  Will the election outcome affect municipal bonds tax exemptions? Perhaps. Whether Harris or Trump wins, there’s also a volatility risk for the muni market, says Bob DiMella, Co-head of MacKay Municipal Managers, who discusses considerations for the next president, including the expiring USD 10,000 SALT cap.

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.

Emerging markets in focus

29 Aug 2024

Episode 24  |  The implications of the US election will reach beyond US borders, affecting emerging markets like Mexico, China, and India. Alejo Czerwonko, Chief Investment Officer, Emerging Markets Americas, sheds light on how November’s winner could shape the overall direction of these relationships.

Speechwriting for presidents

22 Aug 2024

Episode 23  |  Terry Szuplat, author and former speechwriter for President Barack Obama, shares his best writing tips to reassure people in moments of fear, incorporate data, and more. He also explores how Harris, Trump, Walz, and Vance can use the spoken word to connect with voters.

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.

Biden out, Harris next?

23 Jul 2024

Episode 19  |  President Biden made the historic announcement that he’s dropping out of the presidential race. Tom McLoughlin, Senior Fixed Income Strategist and Co-lead of ElectionWatch, CIO Americas, explores the implications and the likelihood of VP Kamala Harris receiving the nomination.

Transition of power

18 Jul 2024

Episode 18  |  How are the national budget and foreign policy affected by presidential transitions? Admiral Jonathan Greenert, UBS Advisory Council Member and Former Chief of US Naval Operations, explores what a second term for Biden or Trump could mean.

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.

Gas at the polls

27 Jun 2024

Episode 16  |  Gas prices—a key election theme—will be top of mind for voters when they cast their ballots this November. But how much of an impact do elections really have on them? Stacey Morris, Head of Energy Research at VettaFi, explains.

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.

Implications for the EU

20 Jun 2024

Episode 15  |  US elections could impact European trade policies, defense budgets, and overall economic growth. Dean Turner, UK Economist CIO, UBS Global Wealth Management, looks at how different outcomes could affect these key areas.

Economics vs. politics

30 May 2024

Episode 13  |  Election conversations often focus on market reactions to a red or blue wave. Is there a correlation? Why, or why not? Josh Snyder, Global Investment Strategist at GQG Partners, shares insight into what impact, if any, the outcome could have on portfolios.

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.

Art and politics

23 May 2024

Episode 12  |  The outsize influence media has on political campaigns is no secret, but how is it used to position candidates and sway voters? Dr. Mary Schmidt Campbell, President Emerita, Spelman College, explores the power of media from political cartoons to TV ads and social media.

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.

Energy and policy

25 Apr 2024

Episode 9  |  Energy is the lifeblood of the economy, and a hot button topic for the election. What could the November outcome mean for EVs, wind and solar energy, the Inflation Reduction Act, and even the gas pump? Jay Dobson, CIO Energy and Utilities Sector Strategist, weighs in.

Banks and the race

18 Apr 2024

Episode 8  |  One year after the banking crisis, the US Presidential election presents financial services with three lines of risk. Bradley Ball, CIO Equity Strategist, US Financials at UBS, shares how the November outcome could affect the banking sector.

Wealth and taxes

21 Mar 2024