Podcasts about global equities

This week, U.S. markets have been fuelled by AI-driven tech rallies and the increased hope for a December rate cut. But this will end a relatively flat month. Closer to home, the TSX is moderately up in November. And globally, market action has been recently lead by European recovery and Asian exports, also capping off a flat month. Today's episode features portfolio manager Hugo Lavallée, who keeps tabs on both US, Canadian and global equities, all through his contrarian lens. This makes him the ideal guest today to share his market thoughts, with December and 2026 just around the corner. Hugo manages Fidelity Greater Canada Fund, Canadian Opportunities Fund, Climate Leadership, and is underlying manager on Global Equity+.   Recorded on November 26, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Singapore shares rose today, tracking gains seen in broader Asian markets. The Straits Times Index was up 0.64% at 4,514.15 points at 2.21pm Singapore time, with a value turnover of S$770.33M seen in the broader market. In terms of counters to watch, we have Seatrium, after the marine engineering company today announced that it has been awarded a contract from BP Exploration and Production for the engineering, procurement, construction and onshore commissioning of the Tiber floating production unit in the Gulf of Mexico, renamed the Gulf of America by US President Donald Trump. Elsewhere, from how a round of tepid US data reinforced expectations of a Federal Reserve rate cut in December, to how Singapore’s factory output jumped 29.1 per cent year on year in October on the back of a surge in pharmaceutical manufacturing, more economic headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Too Jun Cheong, Dealing Manager from Moomoo Singapore.See omnystudio.com/listener for privacy information.

In questo episodio:Dopo settimane di segnali di insofferenza, è arrivata una correzione violenta concentrata sui temi più affollati:Il fattore Momentum perde il 25% dai massimi e Bitcoin cancella tutto il rialzo dell'anno, mentre la liquidità di mercato si prosciuga e gli investitori sono costretti a ridurre rapidamente le esposizioni.La volatilità non nasce dal panico ma dall'eccesso di leva: fondi sistematici ai massimi, retail sovraesposti con ETF e derivati, livelli di cassa degli asset manager ai minimi da vent'anni.Il nodo cruciale è l'AI: pilastro della crescita USA e dell'S&P 500, ma oggi sotto esame per la dipendenza dal credito, la sostenibilità dei cash flow e la “circular financing”; i numeri di Nvidia alimentano timori sulla maturità del ciclo.L'economia globale si muove a velocità diverse: l'Europa resta debole con una Germania in stagnazione strutturale, mentre negli USA la domanda aggregata nasconde una frattura in stile “curva a K” tra top spenders e famiglie con risparmi in calo.Nonostante le tensioni, la stagione degli utili è solida con una crescita del 15% e un allargamento della partecipazione settoriale: una condizione favorevole per rotazioni più sane e per un mercato meno dipendente da pochi titoli.In una fase di transizione, prudenza e resilienza restano centrali, ma la correzione crea nuove opportunità: la volatilità può diventare un'occasione per costruire posizioni su un listino finalmente più ampio ed equilibrato. Per saperne di più ascolta il nuovo numero della rubrica podcast a cura di Alberto Tocchio, Head of Global Equity and Thematics.

Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on what's the signal, and what's just noise in the markets. Recorded on 23 November 2025.

David Driscoll, founder, president and CEO of Liberty International Investment Management Inc., shares his outlook on global equities.

Send us a textThis wealth manager reveals how their team designs balanced portfolios combining equities, bonds, and private investments — all under one structure.Her top takeaway: prepare for the drawdown before it happens.https://familyoffices.com/

Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on what's the signal, and what's just noise in the markets. Recorded on 16 November 2025.

Bruce Murray, CEO & CIO of Murray Wealth Group, shares his outlook on North American & Global Equities.

In questo episodio:Siamo entrati nell'ultima parte di un anno eccezionale, ma i segnali di cambiamento si moltiplicano. Dopo sei mesi consecutivi di rialzi, l'S&P 500 mostra le prime crepe: la concentrazione estrema sui “Magnificent 7” e la recente debolezza del settore AI segnalano l'inizio di una fase più selettiva.Le valutazioni elevate e i primi profit warning nelle consumer companies riflettono un'economia americana polarizzata, dove la solidità dei più ricchi convive con la fragilità dei redditi medi.Sullo sfondo, la tregua USA–Cina conferma che la vera partita resta quella tecnologica, mentre l'automazione accelera e ridisegna il mercato del lavoro.In un contesto di volatilità crescente e rotazioni settoriali, è tempo di tornare alla ricerca del valore reale: prudenza, stock picking e portafogli resilienti saranno le chiavi dei prossimi mesi. Per saperne di più ascolta il nuovo numero della rubrica podcast a cura di Alberto Tocchio, Head of Global Equity and Thematics.

Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on what's the signal, and what's just noise in the markets. This week - Commentary about AI demand in earnings reports, and a potential end to the U.S. government shutdown. Recorded on 9 November 2025.

From the gold standard to modern bitcoin comparisons, we will explore why gold still matters in the digital age—and how it fits into today's portfolio. Today's Stocks & Topics: Tema Electrification ETF (VOLT), Market Wrap, AirJoule Technologies Corporation (AIRJ), Honeywell International Inc. (HON), Gold's Enduring Role: From Ancient Coins to Bitcoin Era, Lululemon Athletica Inc. (LULU), Global Equities, Publicly Traded Sports Teams, Aveanna Healthcare Holdings Inc. (AVAH), Housing.Our Sponsors:* Check out Gusto: https://gusto.com/investtalk* Check out Invest529: https://www.invest529.com* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

With U.S. tech giants showing signs of fatigue and Asia’s growth stories regaining investor attention, is a global equity rotation finally taking shape? Aadil Eebrahim, Global Head of Equities at Klay Group, breaks down the shifting market dynamics, Japan’s renewed momentum, and the thematic trends shaping portfolios for the year ahead. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

In this episode of The Ideas Exchange, host Jacinta King is joined by Frank Thormann, Senior Portfolio Manager, Global Equities at Schroders to dive into Schroders' investment philosophy and how the Schroder Global Equity Alpha Fund generates alpha beyond the Magnificent Seven. Frank discusses how they assess free cashflow and capital allocation to uncover the underlying potential of a company. He also highlights the importance of diversification and risk analysis and shares global stock opportunities outside the US. Visit our blog: ⁠⁠https://www.asx.com.au/blog⁠⁠ Follow us on: X - ⁠⁠https://twitter.com/ASX⁠⁠ LinkedIn - ⁠⁠https://www.linkedin.com/company/asx/⁠⁠ YouTube - ⁠⁠https://www.youtube.com/user/ASXLtd⁠⁠ Instagram - ⁠⁠https://www.instagram.com/asx__official/⁠⁠ Facebook - ⁠https://www.facebook.com/OfficialASX⁠ Explore our useful investment tools and resources ⁠⁠https://www.asx.com.au/investors/investment-tools-and-resources/personal-investor⁠

Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on what's the signal, and what's just noise in the markets. This week - in the absence of the October employment report (a key macro signal) because of the ongoing government shutdown, any indicators as to the health of the U.S. labor market. Recorded on 2 November 2025.

Paul Moroz returns to share an update on our global equity strategy. We dig into what's changed since Paul resumed the lead portfolio manager role, how the team's collaboration has evolved, and why a more diversified and resilient portfolio is the result. Listen for Paul's take on why optionality and humility matter more than ever.  Key highlights:  Enhanced team collaboration through structural changes leading to better cross-team idea generation  Improved portfolio diversification with holdings expanding to over 70 securities: reduction of consumer staples and discretionary overweights, while adding strategic small positions that provide optionality for rapid capital allocation as markets shift  Fundamental momentum alignment improved by reducing problem positions and increasing strong earnings momentum names, resulting in better down capture characteristics during market declines  Strategic AI complex exposure built through diversified Asian infrastructure plays in memory, power, data centers, and chip fabrication, targeting high market share businesses with better risk-adjusted returns  Comprehensive IT sector review underway to identify opportunities in potentially mispriced software companies  Portfolio repositioning complete with approximately 19% turnover executed to create a more balanced, diversified portfolio aligned with the platform's investment philosophy: designed for resilience across market regimes    Host: Rob Campbell, CFA – Institutional Portfolio Manager Guest: Paul Moroz, CFA – Portfolio Manager   This episode is available for download anywhere you get your podcasts. Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore.  Visit Mawer at https://www.mawer.com. Follow us on social:  LinkedIn - https://www.linkedin.com/company/mawer-investment-management/ Instagram - https://www.instagram.com/mawerinvestmentmanagement/

Key themes in global equity markets besides artificial intelligence currently include renewable energy to power datacentres, defence, which is going through a super-cycle, and – perhaps unexpectedly – undervalued stocks in the healthcare sector. Nadia Grant, Head of Global Equities, talks Chief Market Strategist Daniel Morris through these megatrends.  For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

Earnings sentiment is fading and there's widespread recognition that the current stretched valuations will see a correction. So how should equities players best navigate this environment? New Head of Global Equities, James Masserio, joins Vito Sperduto to analyze the market's prospects in this episode of RBC Capital Markets' Strategic Alternatives.

In questo episodio: il mercato resta solido ma più selettivo, con la volatilità in aumento che costringe diversi fondi a ridurre l'esposizione tramite ETF. Negli Stati Uniti emergono segnali di tensione nel private credit e tra le banche regionali, mentre i retail continuano a dominare con strategie di “buy the dip” e short squeeze spettacolari.Il comparto cripto vive una fase di shock sulle altcoin, mentre l'oro corregge dopo un eccesso di leva. In arrivo la prova del nove per l'AI con le trimestrali dei grandi player, tra cui OpenAI, che lancia le prime funzioni “agentiche”.Sullo sfondo, lo shutdown federale entra nella quarta settimana e pesa sulla fiducia. Con metà delle società dell'S&P 500 pronte a pubblicare i conti, si apre una stagione in cui lo stock picking torna centrale.Per saperne di più ascolta il nuovo numero della rubrica podcast a cura di Alberto Tocchio, Head of Global Equity and Thematics.

Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on what's the signal, and what's just noise in the markets. This week - the October FOMC rate decision, and numerous Q3 corporate earnings releases. Recorded on 26 October 2025.

In this episode, Katherine Owen, Portfolio Manager with Mackenzie's Global Equity & Income Team, shares her perspective on navigating today's complex market. She discusses the resilience of the US economy, the growing divide between AI-driven mega-cap leaders and the broader market, and where her team is finding compelling opportunities abroad. Advisors will also hear about the key risk investors may be overlooking as they build diversified portfolios.  Thanks for listening—and as always, stay invested.  This episode was recorded on October 20, 2025.

Global stocks rose on renewed optimism that the United States and China are nearing a trade agreement. The upbeat sentiment also lifted commodity prices, with copper and oil posting gains. In contrast, Treasuries declined and gold slipped. Looking ahead, investors face a pivotal week featuring interest rate decisions from four G7 central banks and earnings reports from five of the ‘Mag-7' tech giants—Microsoft, Alphabet, Meta, Apple, and Amazon. Joining the show is Markus Wachter from our Technical Analysis team. He discusses the significance of Japan's Nikkei breaking above the 50,000-point level and shares his outlook on the Swiss franc, anticipating the end of a prolonged consolidation phase.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:25) - Markets wrap-up: Jan Bopp, Product & Investment Content (06:32) - Technical Analysis update: Markus Wachter, Technical Analysis (09:54) - Closing remarks: Bernadette Anderko, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Jamie Murray, portfolio manager & head of research at Murray Wealth Group, shares his outlook on Global Equities.

Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on what's the signal, and what's just noise in the markets. This week - September inflation data (CPI), ahead of the upcoming October Fed rate decision. Recorded on 19 October 2025.

In questo episodio:Settembre ha sorpreso con la migliore performance dell'S&P 500 degli ultimi quindici anni: sei mesi consecutivi di rialzo e un mercato in pieno melt-up, sostenuto da volumi forti, flussi record su ETF a leva e opzioni call. Anche i comparti rimasti indietro, come biotech e non-profitable tech, sono tornati protagonisti.Nel frattempo, lo shutdown negli Stati Uniti riaccende i timori su deficit e spesa pubblica, mentre i metalli preziosi volano: oro oltre i 4.000 dollari, argento sopra i 50, platino e palladio in forte accelerazione. Una corsa che riflette insieme euforia, liquidità e la ricerca di protezione.L'intelligenza artificiale resta il filo conduttore, ma entra in una “fase due”: meno hype, più esecuzione. I grandi player consolidano un ecosistema circolare e puntano su software e applicazioni integrate, mentre cresce il dibattito su ritorni reali e sostenibilità degli investimenti.In Europa, l'Eurostoxx 50 rompe finalmente al rialzo, guidato da pharma, lusso e miners, mentre Germania e Francia restano i punti di debolezza. Riflettori puntati anche sul comparto auto, stretto tra margini in calo, rischi di credito e vulnerabilità operative dopo il cyber-attacco a Jaguar Land Rover.Il quadro resta affascinante ma complesso: entusiasmo e prudenza si bilanciano in un mercato tirato ai limiti. Il focus va su tre pilastri — liquidità, AI e politica economica — da cui dipenderà l'equilibrio dei prossimi mesi.Per saperne di più ascolta il nuovo episodio della rubrica podcast a cura di Alberto Tocchio, Head of Global Equity and Thematics.

Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on what's the signal, and what's just noise in the markets. This week - in the absence of government macro data releases we see positive micro catalysts in US banks earnings. We expect US bank earnings to be strong based on increased trading activity, strong capital markets and stable net interest margins.

Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on what's the signal, and what's just noise in the markets. This week – OpenAI Developer Day, continuing to monitor the US government shutdown.

Antipodes investment director, Alison Savas, is joined by Ian Harnett, founder of Absolute Strategy Research. Key times: Breaking down US job market data: 1:10 Do Tariffs matter? 6:30 How enduring can the current market resilience be? 10:30 Is the AI trade in a bubble? 12:00 Emerging Markets, Europe and valuations outside the US: 21:00 Risks in markets heading in 2026: 24:10 What could surprise on the upside in 2026: 25:50 Ian's biggest investing lessons: 28:00

Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on what's the signal, and what's just noise in the markets. This week – the September employment report, and a possible US government shutdown.

Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on what's the signal, and what's just noise in the markets. This week - the Fed decision and dot plots, the US semiconductor roadmap and key releases for next week.

The UBS AI Podcast explores the fascinating and evolving world of artificial intelligence, how it's transforming industries, redefining what's possible and reshaping the future. On this episode of the CEO Series, Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, converses with Winston Weinberg, CEO and Co-Founder of Harvey.

Global stocks rise on upbeat US-China trade talks, with technology giants driving the S&P 500 and Nasdaq to record highs. Alphabet is joining the USD 3 trillion club, while Tesla is surging after Elon Musk's USD 1 billion share purchase. US chip stocks are facing pressure from Chinese antitrust probes, and gold is at an all-time high on rate cut expectations. European markets are gaining despite France's credit downgrade, with French 10-year government bond yields above their Italian counterparts – a first since 1999. Asian equities reach a 4-year high on strength in technology, and Tencent is launching its first offshore yuan bond. Manuel Villegas from Next Generation Research shares insights on the ‘Buy now, pay later' industry.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:28) - Markets wrap-up: Mike Rauber, Product & Investment Content (07:21) - Future of finance: Manuel Villegas, Next Generation Research (11:01) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on the most important market drivers in the week ahead, along with opportunities beyond the consensus. This week – the FOMC meeting and rate decision.

A relatively tame US inflation reading combined with more signs of jobs cooling spurred a rally on Wall Street amid speculation the Federal Reserve will slash interest rates for the first time this year. The highly anticipated consumer price index showed that while inflation is still above the Fed's 2% target, it's not spinning out of control. Alongside that report came the usually noisy jobless-claims figures, which jumped to the highest in almost four years, emboldening bets policymakers will cut rates next week in an effort to counter a rapid slowdown in the labor market. We get the market views of Jim Craige, Co-Chief Investment Officer & Head of Emerging Markets at Stone Harbor Investment Partners.Plus - MSCI's gauge of Asian shares rose for a seventh day and neared a fresh record, after the S&P 500 and Nasdaq 100 indexes both climbed to fresh closing highs in New York. A gauge of global stocks also hit a new record. Contracts for US equities were little changed Friday. We get more perspective from Jun Bei Liu, Co-Founder and Lead Portfolio Manager at Ten Cap. She speaks with Bloomberg's Shery Ahn and Avril Hong on The Asia Trade.See omnystudio.com/listener for privacy information.

Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on the most important market drivers in the week ahead, along with opportunities beyond the consensus. This week – key inflation data (CPI) due out on Thursday.

Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on the most important market drivers in the week ahead, along with opportunities beyond the consensus. This week – the August employment report, AVGO's earnings, plus, thoughts on current equity valuations.

In this podcast, Lord Abbett Portfolio Manager Ryan Howard discusses his team's approach to investing in global equities, and the role the asset class can play in investment portfolios.

Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on the most important market drivers in the week ahead, along with opportunities beyond the consensus. This week - NVIDIA's earnings on Wednesday.

Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on the most important market drivers in the week ahead, along with opportunities beyond the consensus. This week – progress on Russia-Ukraine peace talks, key retail earnings, and remarks from Fed Chair Powell.

Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on the most important market drivers in the week ahead, along with opportunities beyond the consensus. This week – key macro releases, including CPI, Retail Sales, and Industrial Production data, along with the remains of the Q2 corporate earnings season.

Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on the most important market drivers in the week ahead, along with opportunities beyond the consensus. This week - US initial jobless claims data, continued Q2 earnings results, and further potential trade developments.

Le sujet :Les produits structurés sont-ils une simple tendance passagère ? Ou assiste-t-on à une transformation durable du paysage financier, à l'image de ce qu'ont apporté les ETF ? Coûts, rendements, transparence : nous avons interrogé un spécialiste pour démêler le vrai du faux.L'invité du jour :Nicolas Marque est Head of Global Equities chez BNP Paribas CIB. Au micro de Matthieu Stefani, il répond à toutes nos interrogations sur les produits structurés.Découvrez :Ce qu'est un produit structuréPlusieurs exemples de produits structurésComment acheter des produits structurésQuelle est la transparence de ces produitsQuelles sont leurs performancesQuels sont les fraisIls citent les références suivantes :Le plan de relance allemandLe livre AntifragileLe livre Gagner la guerreLe livre La Horde du ContreventAinsi que d'anciens épisodes de La Martingale :#249 - Comprendre les produits structurés en toute simplicité#262 - Investir comme chez Goldman Sachs - JokarizOn vous souhaite une très bonne écoute ! C'est par ici si vous préférez Apple Podcasts, ou ici si vous préférez Spotify.Et pour recevoir toutes les actus et des recommandations exclusives, abonnez-vous à la newsletter, c'est par ici.La Martingale est un podcast du label Orso Media.Merci à notre partenaire Sapians de soutenir le podcast.Réalisez votre bilan patrimonial et recentrez vos possibilités d'investissement avec Sapians en suivant ce lien.Hébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.

Paul Moroz returns to The Art of Boring podcast after three years, discussing his reappointment as lead manager of Mawer's global equity strategy. Paul outlines the team's strategic approach to portfolio repositioning and reflects on how the investment landscape has evolved over the past five years. He emphasizes increased diversification, better alignment with other Mawer strategies, and a more balanced approach to market exposure.   Key Takeaways:   Paul Moroz and David Ragan have returned to the global equity strategy with renewed energy and focus   The portfolio is increasing its number of holdings for improved diversification and resilience, creating more "chess pieces on the board" Adjustments include boosting technology exposure and reducing positions with weakening business fundamentals   The team is moving quickly but methodically, with most changes expected in the coming months and a return to typical turnover rates thereafter.   Highlighted changes in the last five years: technology's rapid evolution, the rise of capital-light business models, and shifts in passive vs. active investing. But despite structural changes, human psychology remains a constant driver of market behavior. This episode is available for download anywhere you get your podcasts.   Founded in 1974, Mawer Investment Management Ltd. (pronounced "more") is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore.   Visit Mawer at https://www.mawer.com.   Follow us on social:   LinkedIn - https://www.linkedin.com/company/mawer-investment-management/   Instagram - https://www.instagram.com/mawerinvestmentmanagement/

Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on the most important market drivers in the week ahead, along with opportunities beyond the consensus. This week – Mega-tech Q2 earnings results continue, the FOMC meeting and rate decision, further potential trade developments ahead of the Aug 01 deadline, and the July employment report.

Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on the most important market drivers in the week ahead, along with opportunities beyond the consensus. This week – How AI will feature in upcoming tech earnings, macro uncertainty stemming from evolving US trade policy, and how to think about Fed independence concerns.

The UBS AI Podcast explores the fascinating and evolving world of artificial intelligence, how it's transforming industries, redefining what's possible and reshaping the future. On this episode of the CEO Series, Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, converses with Dr. Kai-Fu Lee, Chairman of Sinovation Ventures, and CEO of 01.AI.

Hua Cheng, portfolio manager on the Mirova Global Megatrends and International Megatrends equity funds, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on the most important market drivers in the week ahead, along with opportunities beyond the consensus. This week - how to think about this past weekend's tariff developments, high equity valuations, June CPI data, and bank earnings.

It's time for another Listener Questions session! This week we cover commercial property in pensions, ethical investing, inherited pensions and so much more. Shownotes: https://meaningfulmoney.tv/QA16    01:02  Question 1 Hi Peter / Roger, Many thanks for all the wisdom plus superb book, you two really make my week with the banter. I always hear about DB and DC pensions but wondered if you'd ever cover the following: Many business owners like myself own buildings outright (as a pension) within a Commercial Sipp and then loop back into this rental payments. Also, within this using a GIA for diversified investments including cash lump sums for tax relief when possible. I'm heading North of sixty soon and feel its time to start thinking of the exit plus implications. It would be fantastic to hear your advice on these in the future. Best Regards, Steve 05:47  Question 2 Hello Pete Can ethical investing beat inflation? Myself and my husband are both 63.  We retired at the end of last year, having sold the business we have run for the majority of our working lives. We have some small DC pensions and a SSAS which includes a commercial property.  We both have cash ISAs. I've done some research, helped massively by your podcasts and YouTube videos, so thank you so much for these. From what I have learned I understand that  we need to invest the cash from the business sale in Global Equities.  We also need to look at the investments within the SSAS which, up to now, the SSAS provider has managed.  Cash in the SSAS also needs to be invested. Is there a way of picking a Global Index Tracker which is ethical and will beat inflation and that requires minimal management to keep fees low?  I realise that we need to look at our cash accounts too with this in mind. Many thanks for all your excellent resources and advice, the fog of financial planning is starting to clear and I'm feeling less panicked about being able to manage the money for our future. Kind regards, Rachel 12:52  Question 3 Dear Pete and Rog, Your podcasts have been a real source of steadiness for me over the past few years - a pair of reliable voices amidst the wider financial chaos. I'm writing with a question about nominee (beneficiary) pensions. Sadly, my father passed away recently, and I've inherited half of his private pension pot - around £70k from a total of £140k. It's been set up as a nominee pension, which I understand allows the money to remain invested and grow tax-free, with flexible access at any age. This has been a significant and unexpected legacy, and it's opened up the possibility of scaling back to part-time work well before the official retirement age. (I'm in my late 30s, so there's still a way to go, but it's a big deal for me and brings more options for me) I don't plan to draw from the pot for many years. My intention is to let it grow. The catch, however, is that the provider, without naming names, (let's just say three letters, last one P), is expensive compared to what I'm used to (I invest monthly in a Vanguard LifeStrategy ISA). When I've done some projections I can see that if leave the money where it is indefinitely, the fees will quietly erode a decent chunk of the long-term gains. There's a 6-year early exit charge, so for now I'm content to leave it be. I'm still dealing with bereavement and all the admin of being an executor, so pressing pause on any big financial decisions feels like the right call at this early stage. But when that 6-year period ends, I'll be weighing up whether to stick or twist. My question is: can nominee pensions be transferred to another provider without losing the key benefits, like the tax-free growth and the ability to access the funds flexibly before retirement age? I've looked into alternatives- transferring into my ISA would take years due to the annual limit; a general investment account loses the tax perks; and a conventional pension would lock the funds away until age 55+, which undermines the very flexibility that makes this pot so helpful for future semi-retirement plans. I'd be really grateful for any ideas or thoughts you might have on this. All the best, Alan 19:29  Question 4 Hi guys, I am 31 years old and currently investing 15% of my gross income into my retirement. 6.8% via my employer's DB CARE scheme, and the other 8.2% into my SIPP. My wife and I also contribute £200pm  into a S&S ISA for our son. We hope by the time he is 18 (3 months old now) this fund could pay for university, travel, driving - whatever he wants to do (within reason!). By age 60, I would like to be in a position to retire, whether I do that or not is another question, but I would at least like the option to. I often see YouTube videos titled "SIPP vs ISA which is better?" but I don't see much about how to use them in tandem. Do you have any advice on the optimal weighting between an ISA and SIPP given I'd like to retire before State/DB pension age and therefore, should I be splitting the 8.2% with a S&S ISA too? Thank you! John 24:08  Question 5 Hi Pete & Roger, I'm a big fan of the podcast, it's been a great source of advice for me - thanks for that. I'm currently 55 and probably not looking to draw down anything from my pension until I'm 60 at the earliest. I hadn't paid into my pension for a number of years and now trying to contribute as much as I can to catch up a bit. My main SIPP is £130,000 with Vanguard in a FTSE Global All Cap Index Accumulation Fund and is 100% equity as I'm looking for as much growth as possible over the next 5-10 years and beyond. I also have £25k in another SIPP, a small NEST workplace pension and approximately £60k in a Stocks & Shares ISA, all of which are in various global tracker funds. My main question is, is it a good idea to have everything in global index funds because of the heavy weighting to the USA, especially in tech stocks? I had considered changing my Vanguard fund to their LifeStrategy 100 fund which has a bit more of a UK weighting. I know you probably can't suggest specific products, but I wondered what your general advice would be on this, especially with all the uncertainty in the USA under the Trump administration? Thanks in advance, Alex Wilson 30:29  Question 6 Hi Pete and Rog, Love the podcast and I've been listening for a good few years now, so I thought I'd throw my hat into the ring with a question. I was hoping you could give a quick overview of Qualifying Corporate Bonds, what characteristics the bonds need to have to qualify, what the tax treatment is and where to invest etc. I'm in the fortunate position of having made my contributions in full to my ISAs and Pensions and I'm looking for a tax efficient way to invest an extra few £s. I've heard that they are effectively treated like Gilts but was hoping you could illuminate. Thanka, Adam from Skipton, North Yorkshire