Podcasts about chief investment office

“There are a lot of moving parts to this trade narrative,” says the Private Bank's Chief Investment Officer for the Americas, Deepak Puri. Initial market optimism that the tariff narrative was going to be short-lived seems to have been complicated by recent events. “The tariff story may stay with us for some time,” Deepak says, adding that “investors need to be quite nimble about all this”. Recent weakness in bond markets could be linked to oversupply, Deepak explains, with long-dated treasuries attracting additional scrutiny. However, he highlights that bonds still have an important role to play in a balanced multi-asset portfolio.The week ahead will also see a flurry of data releases from the U.S. as well as an ECB rate decision. Plus, Deepak shares a few headline figures from the recent CIO Day, in which the Private Bank's Chief Investment Office reviews its forecasts for the next 12 months.For more investing insights, please visit deutschewealth.com.In Europe, Middle East and Africa as well as in Asia Pacific this material is considered marketing material, but this is not the case in the U.S. No assurance can be given that any forecast or target can be achieved. Forecasts are based on assumptions, estimates, opinions and hypothetical models which may prove to be incorrect. Past performance is not indicative of future returns.Performance refers to a nominal value based on price gains/losses and does not take into account inflation. Inflation will have a negative impact on the purchasing power of this nominal monetary value. Depending on the current level of inflation, this may lead to a real loss in value, even if the nominal performance of the investment is positive. Investments come with risk. The value of an investment can fall as well as rise and you might not get back the amount originally invested at any point in time. Your capital may be at risk.The services described in this podcast are provided by Deutsche Bank AG or by its subsidiaries and/or affiliates in accordance with appropriate local legislation and regulation. Deutsche Bank AG is subject to comprehensive supervision by the European Central Bank (“ECB”), by Germany's Federal Financial Supervisory Authority (BaFin) and by Germany's central bank (“Deutsche Bundesbank”). Brokerage services in the United States are offered through Deutsche Bank Securities Inc., a broker-dealer and registered investment adviser, which conducts investment banking and securities activities in the United States.Deutsche Bank Securities Inc. is a member of FINRA, NYSE and SIPC. Lending and banking services in the United States are offered through Deutsche Bank Trust Company Americas, member FDIC, and other members of the Deutsche Bank Group.The products, services, information and/or materials referred to within this podcast may not be available for residents of certain jurisdictions. © 2025 Deutsche Bank AG and/or its subsidiaries. All rights reserved. This podcast may not be used, reproduced, copied or modified without the written consent of Deutsche Bank AG. 030620 030121

Daryl Ho, Senior Investment Strategist, DBS Bank’s Chief Investment Office discusses why Treasury Inflation Protected Securities (TIPS) look particularly attractive in the current climate of frequent geopolitical or economic shocks occupying the headlines. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

In this episode of Careers in Finance on FinPod, we sit down with Nicole Lee, a former UBS executive director who navigated a remarkable career transition after 13 years in banking. Discover Nicole's journey from a role at UBS (including the Chief Investment Office in Wealth Management) into the dynamic world of fintech, and ultimately, launching her own coaching business and the "You Never Know" podcast.If you're seeking personal growth or curious about fintech careers, this episode is packed with insights. Nicole shares the challenges and rewards of stepping outside her comfort zone, building new skills in a startup environment, and finding her true purpose in coaching others. This conversation offers valuable perspectives for anyone in finance careers, investment banking, wealth management, or considering a career pivot. Gain inspiration and practical advice on building a fulfilling career aligned with your purpose.

This annual guide to historical long-run returns is put together by UBS Investment Bank and UBS Global Wealth Management’s Chief Investment Office, in partnership with Professor Paul Marsh and Dr Mike Staunton of the London Business School and Professor Elroy Dimson of the University of Cambridge. The latest edition explores how 125 years of historical data can provide crucial insights for the future. Featuring Marsh, Kiran Ganesh and Tim Ramskill.See omnystudio.com/listener for privacy information.

Stock market valuations remain high by nearly every valuation metric.And what concerns today's guest is that the earnings estimates being used to price stocks today seem far above what the free cash flows of the underlying companies will be able to deliver.In short, stocks prices appear to be promising returns that their actual profit growth simply can't meet.We'll discuss this concerning disconnect today with Chance Finucane, Chief Investment Office at Oxbow Advisors. We'll also address the other big trends factoring into his portfolio allocation decisions right now.Oxbow Advisors is a financial advisory firm founded by Ted Oakley that specializes in the needs of high net worth clients. As Ted's CIO, Chance will share with us what find of market outlook the firm sees ahead for the rest of the year and how it is positioning its client's assets for it.Follow Chance at http://oxbowadvisors.com/Or at http://youtube.com/@oxbowadvisorsTIME'S RUNNING OUT! BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference

Join the Chief Investment Office for a discussion on the executive order Trump signed over the weekend to impose additional tariffs on imports from Canada, Mexico, and China, the implications for investors, and more. The event is hosted by Amantia Muhedini and features David Lefkowitz, Head of US Equities, Leslie Falconio, Head of Taxable Fixed Income Strategy, and John Savercool, Head of Governmental Affairs US.

Jason Kuan, CFA, Director, Investment Research and Advisory, Chief Investment Office, CIMB Singapore discusses how different Trump 2.0 will impact Asean's economic growth compared to his first term. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

The path of least resistance continues to be cyclically driven dollar-bullish and euro-dollar-bearish views into early 2025, but that's a narrative that's priced in, extended and crowded. Host Audrey Childe-Freeman, Bloomberg Intelligence's chief G-10 FX strategist, talks to Constantin Bolz, head of G10 FX for UBS' Chief Investment Office, about what could trigger a turnaround in the euro-dollar fortunes in 2025, with several “known unknown” potential game changers when it comes to how much dollar upside is likely. The two also touch on non-dollar, strong G10 currency convictions, with Bolz favoring the Aussie, the yen and sterling in diversification strategies.

This episode of 401(k) Roundtable™ explores the implications of recent election results on retirement policies and market reactions. Joining us for this month's roundtable discussion are two leaders from Creative Planning: Sam Henson, Director of Compliance Services, and Jamie Battmer, Chief Investment Office. We discuss the nonpartisan nature of retirement systems, the emotional responses of markets, and the potential changes in 401k policies with a new administration. They also delve into the role of the Department of Labor, the concept of government efficiency, and the challenges facing Social Security and Medicare. The discussion emphasizes the importance of data-driven decision-making and the need for bipartisan cooperation in addressing these issues. The conversation delves into various aspects of retirement planning, the implications of Trump's election on ESG regulations, the efficiency of Collective Investment Trusts (CITs), the role of private equity in retirement plans, market predictions, and the challenges posed by student loans. The speakers emphasize the need for bipartisan solutions and the importance of optimizing retirement benefits for participants.

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with Joe Quinlan, Managing Director and Head of Market Strategy for the Chief Investment Office at Bank of America about the outlook for financial markets, industry sectors, and individual stocks.

Han Zhong Liang, Investment Strategist, Chief Investment Office, Group Wealth Management, Standard Chartered Bank discusses what investors should think about ahead of expected rate cuts in September, as well as key takeaways from the earnings season. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Jackie VanderBrug, Head of Sustainability Strategy at Putnam Investments, a division of Franklin Templeton.  At Putnam, Jackie is responsible for leading the company's ESG-focused business functions, including stewardship, engagement, partnerships, and ESG strategy and integration. She is also a member of Putnam's operating committee. Join them as Jackie shares her journey from economic research to leading sustainability at Putnam, where she emphasizes the integration of financial material ESG factors to drive long-term business value. The discussion also touches on the importance of career development over monetary gain, the evolving landscape of ESG, and the role of gender lens investing in creating positive societal impact.  Jackie debunks misconceptions about gender lens investing and highlights its potential to enhance risk-adjusted returns. The episode concludes with a discussion on socio-economic inclusion, the role of finance professionals in driving change, and advice for aspiring and seasoned financial leaders. Jackie underscores the importance of moral imagination in finance and praises Scholars of Finance's mission of fostering ethical leadership. Meet Jackie VanderBrug Jackie VanderBrug is Head of Sustainability Strategy for Putnam Investments, responsible for leading Putnam's ESG-focused business functions, including stewardship, engagement, partnerships, and ESG strategy and integration, and is a member of Putnam's Operating Committee. Prior to joining Putnam, Jackie served as Head of Sustainable and Impact Investment Strategy for the Chief Investment Office within Bank of America Corporation. In this role, she drove consideration of sustainability throughout the investment process for Bank of America Private Bank and Merrill. Jackie served as the Managing Director at Criterion Ventures, where she worked with high-net-worth individuals and non-profits on impact strategies and led the development of the field of gender lens investing. She also led business development for the technology firm iBasis and co-founded Work in Progress, a non-profit social enterprise focused on career development for underprivileged youths. Jackie started her career as a domestic policy analyst for the U.S. Congress and as a strategy consultant to Fortune 500 companies at CSC Index

Shadi Bakour is on a mission to change the world, one thirsty individual at a time. His California-based company PATH sells bottled water in refillable metal bottles, with the goal of bringing both consumers and organizations a convenient, affordable and sustainable alternative to environmentally unfriendly plastic water bottles. To get started, they raised money from friends and family and took on a variety of day jobs. At one point, Bakour worked in restaurants and drove for Uber. The George Washington University graduate had spent his early career in the Chief Investment Office at Abraaj Capital and as a cost and risk analysis consultant at Booz Allen Hamilton. Their sacrifices paid off, but it took hard work to get there. Working with a United States based manufacturer, the partners, then based in the San Francisco Bay Area, introduced the first bottle prototype in 2015 and launched their brand at 7-Elevens in August of that year

Join the CIO fixed income team every other month for a discussion around the drivers behind asset class trends and performance, rates, positioning, and a near-term outlook. Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, moderates a panel which includes insights from Senior Fixed Income Strategists Barry McAlinden, and Frank Sileo, along with Senior Closed-end Funds Strategist, Sangeeta Marfatia, and Senior Municipal Strategist, Kathleen McNamara.

Join the CIO fixed income team every other month for a discussion around the drivers behind asset class trends and performance, rates, positioning and a near-term outlook. Leslie Falconio, Head of Taxable Fixed Income Strategy, moderates a panel which includes insights from Senior Fixed Income Strategists Barry McAlinden, Frank Sileo, and Alina Golant, along with Senior Closed-end Funds Strategist, Sangeeta Marfatia.

We continue our series of thematic investing conversations by reviewing recent updates to the ‘Circular Economy' longer-term investment theme from the Chief Investment Office. Featured is Michelle Laliberte, Thematic Investing Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

The global artificial intelligence surge, both technologically and investment-wise, combined with China's emphasis on new quality productive forces, will boost AI-related A-share performance, which in turn will drive up associated indexes this year, said experts.专家表示，全球人工智能在技术和投资方面的激增，加上中国对新质生产力的重视，将推动人工智能相关的A股表现，这反过来将推动今年相关指数的上涨。While the benchmark Shanghai Composite Index shed 0.41 percent on Tuesday, A-share AI companies registered an average share price increase of 1.15 percent. With this, share prices of these AI companies have jumped nearly 19 percent since Feb 19, when trading resumed after the Spring Festival holiday.2024年3月12日，当基准上证综合指数下跌0.41%时，A股人工智能公司的平均股价上涨了1.15%。受此影响，自2月19日春节假期后复牌以来，这些人工智能公司的股价上涨了近19%。The global AI boom serves as one major impetus, especially after ChatGPT's creator Open AI released text-to-video generator Sora on Feb 16. Nvidia, the major supplier for Open AI's graphics chips, saw its shares hit record highs, overtaking Amazon and Google's parent company Alphabet in terms of market value.全球人工智能的繁荣是一个主要的推动力，尤其是在ChatGPT的创造者Open AI于2月16日发布了文本到视频生成器Sora之后。Open AI图形芯片的主要供应商英伟达(Nvidia)股价创下历史新高，市值超过了亚马逊(Amazon)和谷歌母公司Alphabet。Zhang Yidong, chief global strategist at Industrial Securities, said the global AI phenomenon will not only buoy the US bourse, but also drive up the value of A-share tech companies, thus helping boost A-share performance in general.兴业证券首席全球策略师张忆东表示，全球人工智能现象不仅会提振美国股市，还会推高A股科技公司的价值，从而有助于提振A股的整体表现。More importantly, China promised in this year's Government Work Report to launch an "AI plus" initiative to accelerate the technology's commercial applications. Meanwhile, new quality productive forces, which have been emphasized in the report, also include emerging industries such as AI, computing and humanoid robots. All these suggest an increasing focus on industrial investment, said analysts from Guotai Junan Securities.更重要的是，中国在今年的政府工作报告中承诺，将启动“人工智能+”计划，加快该技术的商业应用。与此同时，报告中强调的新型优质生产力还包括人工智能、计算和人形机器人等新兴产业。国泰君安证券的分析师表示，所有这些都表明，中国越来越关注工业投资。Liu Chenming, chief strategist at GF Securities, said AI will serve as a major force empowering industries' intelligent digitalization in China. The application of AI technologies will help improve total factor productivity and the country's structural transformation and upgrading. This is also in line with this year's Government Work Report which calls for high-quality development, he said.广发证券首席策略师刘晨明表示，人工智能将成为推动中国工业智能数字化的主要力量。人工智能技术的应用将有助于提高全要素生产率，促进国家结构转型升级。他说，这也符合今年政府工作报告提出的高质量发展的要求。Ethan Wang, head of investment strategy for wealth management at Standard Chartered China, said A-share investors should pay particular attention to AI applications in China given the country's advantages in application scenarios in internet and big data modalities, as well as the commercialization of innovative technologies. Specifically, device makers integrating AI services and the commercial use of AI in business scenarios will churn out the most investment opportunities in China, Wang said.渣打银行中国财富管理投资策略主管王昕杰表示，鉴于中国在互联网和大数据模式的应用场景以及创新技术的商业化方面的优势，A股投资者应该特别关注中国的人工智能应用。具体来说，整合人工智能服务和人工智能在商业场景中的商业用途的设备制造商将在中国产生最多的投资机会。Analysts from Kaiyuan Securities suggested A-share investors search for opportunities related to animation along with film and television companies, especially those possessing well-established intellectual property, as the application of multimodal AI will significantly improve their efficiency and reduce costs.开元证券的分析师建议A股投资者寻找与动画和影视公司相关的机会，特别是那些拥有成熟知识产权的公司，因为多模式人工智能的应用将显著提高它们的效率并降低成本。Opportunities can also be found among semiconductor firms as iteration in AI foundation models will drive up computing demand, said experts from China International Capital Corp Ltd.中国国际金融有限公司的专家表示，随着人工智能基础模型的迭代将推高计算需求，半导体公司也可以找到机会。Li Zhan, chief economist at China Merchants Fund, said that technological innovation will be the major investment theme in China for many years to come. Industries which are supported by favorable industrial policies and the country's resources will generate the most investment opportunities, among which AI is included.招商局基金首席经济学家李湛表示，技术创新将是未来许多年中国的主要投资主题。受到有利的产业政策和国家资源支持的行业将产生最多的投资机会，其中包括人工智能。Experts from UBS Global Wealth Management's Chief Investment Office believe that AI will be the fastest growing tech sector globally over the next decade, with the possibility of it growing into the largest tech sector in 10 years' time.瑞银全球财富管理首席投资办公室的专家认为，未来十年，人工智能将成为全球增长最快的科技领域，并有可能在10年内成长为最大的科技领域。UBS瑞士联合银行（United Bank of Switzerland）Ltd.股份有限公司（Limited）

As the stock market trades at all-time highs, is this a great time to continue to ride the bull rally? Or has the getting been too good for too long? Is it instead now a good time to take gains and wait for a correction? Today we'll hear answers to these questions from Chance Finucane, Chief Investment Office at Oxbow Advisors.  Oxbow Advisors is a financial advisory firm founded by Ted Oakley that specializes in the needs of high net worth clients. As Ted's CIO, Chance will share with us what kind of market outlook the firm sees ahead for the rest of the year and how it is positioning its client's assets for it. Among other risks, Oxbow is watching the liquidity situation very closely. Globally, fiscal stimulus grew substantially in 2023. But in 2024, its growth is predicted to be much more anemic -- even negative -- across the world. That could be a game changer, triggering both economic slowdown and a potential market correction. Follow Oxbow at https://oxbowadvisors.com/ WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #recession #stimulus #investing

Join the CIO fixed income team every other month for a discussion around the drivers behind asset class trends and performance, rates, positioning and a near-term outlook. Leslie Falconio, Head of Taxable Fixed Income Strategy, moderates a panel which includes insights from Senior Fixed Income Strategists Barry McAlinden, Frank Sileo, and Alina Golant, along with Senior Closed-end Funds Strategist, Sangeeta Marfatia.

Join the CIO fixed income team every other month for a discussion around the drivers behind asset class trends and performance, rates, positioning and a near-term outlook. Leslie Falconio, Head of Taxable Fixed Income Strategy, moderates a panel which includes insights from Senior Fixed Income Strategists Barry McAlinden, Frank Sileo, and Alina Golant, along with Senior Municipal Strategist, Kathleen McNamara.

En este episodio de LatAm Access, Alejo Czerwonko, Gabriela Soni, y Pedro Quintanilla-Dieck del Chief Investment Office de UBS describen el outlook para América Latina en 2024, revisando las perspectivas económicas y de inversión de México, Brasil, Chile, Colombia, Perú, Argentina, y Venezuela.

Candice and Felicity sit down with Joshua Derrington the Managing Director and Chief Investment Office of Alvia Asset Partners. Alvia Asset Partners is a unique Family Office that has opened up its investments to the broader public. This Fund offers up Alvia's ‘best ideas' that leverages off their family office investment process to deliver long-term, consistent and compounding returns.And the returns have been IMPRESSIVE. Since inception, the Fund has returned 48.80% or 13.50% annualised return. In this episode you will hear Josh's investment process, some of the current holdings and sectors he favours and his thoughts on the current economic climate and how this is shaping the private sector. If you wish to find out more about Alvia Asset and their Family Office Fund, head to their website: https://alviapartners.com.auFollow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. *****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Talk Money To Me is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network. Hosted on Acast. See acast.com/privacy for more information.

We are joined by two of the authors of a new report from the Chief Investment Office of UBS Global Wealth Management that explores whether the US is set for another “Roaring Twenties”. The economy has evolved in unexpected ways this year, so Jason Draho and Paul Hsiao are here to explain why the macro picture is so unusual and what the secular trends are that will shape the supply side for good (and bad) this decade.See omnystudio.com/listener for privacy information.

Join the CIO fixed income team every other month for a discussion around the drivers behind asset class trends and performance, rates, positioning and a near-term outlook. Leslie Falconio, Head of Taxable Fixed Income Strategy, moderates a panel which includes insights from Senior Fixed Income Strategists Barry McAlinden, and Alina Golant, Senior Closed-end Funds Strategist, Sangeeta Marfatia, along with Senior Municipal Strategist, Kathleen McNamara.

The rise in nominal bond yields the last couple of years has reversed a nearly four-decade trend of falling yields prior to the pandemic. With inflation now slowing and the economic effects of the pandemic fading, it's unclear whether we will return to something resembling the pre-pandemic interest rate environment or if we are in the early stages of a new normal. In this episode, Terry Belton, former Head of Global Portfolio Strategy for the Chief Investment Office at JP Morgan, discusses what drove the 40-year bond bull market, whether he thinks those forces are set to change, and what it means for fixed-income investing moving forward.

We outline some changes to CIO's Messages in Focus, a set of high-conviction investment narratives that combine our top views across asset class preferences, short, medium, and longer-term themes, and alternatives. Learn more from Mike Gourd, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Join the CIO fixed income team every other month for a discussion around the drivers behind asset class trends and performance, positioning and a near-term outlook. Leslie Falconio, Head of Taxable Fixed Income Strategy, moderates a panel which includes insights from Senior Fixed Income Strategists Barry McAlinden, Frank Sileo and Alina Golant, along with Senior Municipal Strategist, Kathleen McNamara.

One year ago today on the Seth Leibsohn Show. President Biden's son Hunter has been indicted on federal gun charges. We're joined by Jack Wallace, Director of Government and Lender Relations, and Laine Schoneberger, Chief Investment Office and Managing Partner for Yrefy, LLC on the student debt crisis in America and the coming restart of federal student loan repayments in October. See omnystudio.com/listener for privacy information.

Bloomberg Intelligence Senior Retail Analyst Mary Ross Gilbert and Bloomberg News Reporter Simone Foxman discuss Macy's, Lowe's and Dick's earnings. Bloomberg News US Semiconductor & Networking Reporter Ian King has a preview of Nvidia earnings. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Health Care Reporter John Tozzi provide the details of John's Businessweek Magazine story Drug Benefit Firms Devise New Fees That Go to Them, Not Clients. And we Drive to the Close with Lauren Sanfilippo, Senior Investment Strategy Analyst for the Chief Investment Office at Bank of America Corporation. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

In the 100th episode of the InvestmentNews Podcast, Bruce and Jeff go in strong with a big guest, Andy Sieg, president of Merrill Lynch Wealth Management. They address a multitude of topics related to the shift in wealth management from 2021 to 2022, including how firms are hiring and retaining talent, and when it will be time to start raising adviser fees. Guest Bio: Andy Sieg is president of Merrill Wealth Management and a member of Bank of America Corp.'s executive management team. In this role, he oversees more than 25,000 employees who provide investment and wealth management strategies to individuals and businesses across the U.S. Sieg also oversees Bank of America's Investment Solutions Group, which includes the Chief Investment Office and a wide range of thought leadership, product and portfolio offerings and platforms.

Join the CIO fixed income team every other month for a discussion around the drivers behind asset class trends and performance, positioning and a near-term outlook. Leslie Falconio, Head of Taxable Fixed Income Strategy, moderates a panel which includes insights from Senior Fixed Income Strategists Barry McAlinden, Frank Sileo and Alina Golant, along with Senior Municipal Strategist, Kathleen McNamara, and Senior Closed-end Fund Strategist, Sangeeta Marfatia.

We explain why hopes of a soft landing for the US economy are on the rise and the risks to be mindful of as we make our way through the second half of the year. We also assess how the Fed might be interpreting recent rounds of economic data and what that might mean for monetary policy from here, along with outline the latest positioning guidance from the Chief Investment Office. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

We outline some changes to CIO's Messages in Focus, a set of high-conviction investment narratives that combine our top views across asset class preferences, short, medium, and longer-term themes, and alternatives. Learn more from Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation recaps this week's Fed policy statement and outlines expectations for what the road ahead might look like for monetary policy. We discuss the implications for fixed income investors, including an outlook for rates and a look at the latest positioning guidance from the Chief Investment Office. Featured is Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office. Host Daniel Cassidy

Bloomberg News US Semiconductor & Networking Reporter Ian King explains how Nvidia, the world's most valuable chipmaker, forecast sales that blew past analysts estimates, showing how booming demand for artificial intelligence processors has the potential to reshape the sector. Morgan Paxhia, Co-Founder of Poseidon Investment Management, discusses investing in cannabis through an ETF. Chuck Runyon, CEO at Anytime Fitness, talks about seeing increased global demand for health and wellness. And We Drive to the Close with Lauren Sanfilippo, Senior Investment Strategy Analyst for the Chief Investment Office at Bank of America Corporation. Hosts: Carol Massar and Matt Miller. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Join the CIO fixed income team every other month for a discussion around the drivers behind asset class trends and performance, positioning and a near-term outlook. Leslie Falconio, Head of Taxable Fixed Income Strategy, moderates a panel which includes insights from Senior Fixed Income Strategists Barry McAlinden, Frank Sileo and Alina Golant, along with Senior Municipal Strategist, Kathleen McNamara.

The Messages in Focus are a set of high-conviction investment narratives that combine our top views across asset class preferences, short, medium, and longer-term themes, and alternatives. Learn more from Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

Join the CIO fixed income team every other month for a discussion around the drivers behind asset class trends and performance, positioning and a near-term outlook. Leslie Falconio, Head of Taxable Fixed Income Strategy, moderates a panel which includes insights from Senior Fixed Income Strategists Barry McAlinden, Frank Sileo and Alina Golant, along with Senior Municipal Strategist, Kathleen McNamara.

Michael Breitenbach is Senior Vice President within the Chief Investment Office at Bank of America Global Wealth and Investment Management, where he is responsible for leading development of quantitative infrastructure and machine learning models for evaluating both internally and externally covered investment offerings. He is also the man behind an extremely popular anonymous Twitter account that many of you will be familiar with (see if you can guess which one…) Michael joins the show to discuss the FTX fallout, the current state of the crypto industry, the rise of AI compliance, and MUCH more! Important Links: Michael's LinkedIn Michael's (personal) Twitter Show Notes: FTX: grift or systemic failure? The decline of old media AI compliance & regulation Crypto: use cases, privacy & regulation The end of privacy Dealing with new and better problems Scale vs anti-scale Cynicism can be a comparative advantage Against binary thinking Time binding & cultural evolution Consider taxation Books Mentioned: The Power Law: Venture Capital and the Art of Disruption; by Sebastian Mallaby Time-Binding: The General Theory; by  Alfred Korzybski

Our conversation outlines the recent upgrade by the Chief Investment Office of the US Real Estate sector to most preferred. My guest outlines associated risks to the thesis, along with highlights notable trends and investment themes across the sector. Featured is Jon Woloshin, Real Estate and Lodging Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation revisits the emerging markets as my guests speak to how the Chief Investment Office is thinking about the opportunity set for the asset class and provide us with a look into the ESG leaders across the emerging markets. Featured are Amantia Muhedini, Sustainable and Impact Investing Strategist Americas, as well as Xingchen Yu, Emerging Markets Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

To mark International Women's Day, we dive into a new report from the UBS CIO entitled ‘Women and Investing: Planning for Your Legacy'. The report trains a lens on the goal of legacy: how women investors define it, the best allocation of resources to meet those objectives and the importance of putting a financial plan in place for the smooth transfer of wealth. Marianna Mamou, head, advice beyond investing in the Chief Investment Office of UBS Global Wealth Management and author of the report, joins us to explain more.

Featuring conversations with:  Jamie Metzl, Senior Fellow at Brent Scowcroft Center, Atlantic Council, discusses the origins of COVID-19. Bob Pragada, CEO at Jacobs Solutions, explains the challenges of advanced manufacturing.   David Wolman takes us to the Alaskan Wilderness. We drive to the close with Marci McGregor, Senior Investment Strategist at the Chief Investment Office of Merrill and Bank of America Private Bank . Hosts: Carol Massar and Madison Mills. Producer: Bob BraggSee omnystudio.com/listener for privacy information.

Our conversation focuses on the latest UBS House View, which touches how inflections in the macro economy are occurring at different speeds in different regions. We also cover the latest market outlook and asset allocation recommendations from the Chief Investment Office. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

On the eve of the January CPI data print, we reflect on recent market performance, including the fundamental and technical drivers. We also touch on the latest market outlook from the Chief Investment Office and review current positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Join the CIO fixed income team every other month for a discussion around the drivers behind asset class trends and performance, positioning and a near-term outlook. Leslie Falconio, Head of Taxable Fixed Income Strategy, moderates a panel which includes insights from Senior Fixed Income Strategists Barry McAlinden, Frank Sileo and Alina Golant, along with Senior Municipal Strategist, Kathleen McNamara.

My guest explains why the Chief Investment Office has downgraded its market outlook over the near-term and walks through the outlook for longer-term investors. We also touch on current thinking when it comes to positioning for a range of time horizons. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Our conversation outlines the factors that are shaping the Chief Investment Office market outlook over the next few months, along with how to think about positioning in an uncertain market environment. We also spend time recapping the September employment report and touch on what is being debated currently amongst central banks. Featured is Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

Bloomberg News Senior Executive Editor of Global Tech Brad Stone reports on Amazon buying primary-care company One Medical for $3.49 billion. Dr. Eric Toner, Senior Scholar at the Johns Hopkins Bloomberg School of Public Health, discusses President Biden testing positive for Covid-19 on Thursday. Bloomberg News Consumer Reporter Deena Shanker explains how more than a year into a major partnership with the parent company of Pizza Hut, Beyond Meat is struggling to deliver new products. Businessweek Contributor Chris Feliciano Arnold shares the details of his Businessweek Magazine story Drone-Filled Skies Present Daunting Safety Test for NASA, FAA. And we Drive to the Close with Marci McGregor, Senior Investment Strategist at the Chief Investment Office of Merrill and Bank of America Private Bank. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.  See omnystudio.com/listener for privacy information.

Now could be an excellent time to get into real estate investing. But if you don't want to spackle a wall, you will want to invest in REITs (Real Estate Investment Trusts). Today, Nicole tells you everything you need to know about REITs with Tim Seymour, CNBC's Fast Money Five & Founder and Chief Investment Office of Seymour Asset Management. See omnystudio.com/listener for privacy information.