US Politics and Policies UBS Road to the Election

In this ElectionWatch video series, we sit down with research analysts and political experts to examine key topics in the 2024 US election. Tune in for new episodes on Thursdays at 4:30 p.m. ET.

June

 

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.

 

AI in Chief

13 Jun 2024

Episode 14  |  Artificial intelligence is a powerful tool, but can it lead a country? Lebanon has launched an AI-powered president, and Paul Aaron, CEO and co-founder of Addition—a collaborator on the project—shares its progress and potential.

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.

May

 

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.

 

Voter priorities

16 May 2024

Episode 11  |  What issues are top of mind for the American public? John Faso, former New York U.S. Representative, 19th District, explores the economy, foreign and fiscal policy, and more, breaking down how each topic could play for or against the presidential candidates.

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.

 

Global perspectives

9 May 2024

Episode 10  |  How do international investors view US politics? Paul Donovan, Chief Economist, UBS Global Wealth Management, shares a broad perspective of the often-sensationalized US elections and how perceptions of the global economy play into that view.

April

 

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.

 

Presidents and markets

11 Apr 2024

Episode 7  |  Emotions run high during election years but shouldn’t impact your investments. Apollo Lupescu, Vice President at Dimensional Fund Advisors, shares how elections are linked to markets and why it’s so critical to let data lead in investment decisions.

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.

March

 

Wealth and taxes

21 Mar 2024

Episode 6  |  With the direction of US taxes hinging on the election outcome, Ainsley Carbone, Total Wealth Strategist, CIO Americas, weighs in on what a Trump or Biden win could mean and how you can manage future liabilities either way.

 

Going global

14 Mar 2024

Episode 5  |  In 2024 alone, 80 nations will head to the polls. Angst is a common feeling for voters and investors alike. Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, explains how to stay focused on elections that will really move the needle.

 

Looking past Super Tuesday

7 Mar 2024

Episode 4  |  Super Tuesday results, polling accuracy, and No Labels. John Savercool, Head of the UBS Office of Public Policy, explores what voters should pay attention to in the coming weeks that could impact the November election.

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.

February

 

Policies in focus

29 Feb 2024

Episode 3  |  Libby Cantrill, Head of US Public Policy at PIMCO, breaks down key issues that could decide the election, the congressional map, and the impact on personal taxes, regulation, defense spending, 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.

 

War and Politics

22 Feb 2024

Episode 2  |  Admiral James Stavridis, Partner and Vice Chair, Global Affairs, The Carlyle Group, and 16th Supreme Allied Commander at NATO, joins Anthony Pastore to discuss the geopolitical landscape ahead of the election and the implications for investors.

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 implications of a rematch

15 Feb 2024

Episode 1  |  Solita Marcelli, Chief Investment Officer Americas for UBS Global Wealth Management, breaks down the possible election outcomes and provides her take on what it could all mean for investors.