Podcasts about global equities

What could derail markets or fuel the next rally - after 3 years of gains? In this conversation, Portfolio Managers Alan Pullen and Casey McLean join Investment Director and Analyst, Elisa Di Marco to reflect on the volatile start to 2025 and the powerful AI-driven rally that followed, before looking ahead to what 2026 may bring.  The trio discuss expectations for more modest returns and a rotation toward quality and AI execution. They also highlight the sectors and companies they believe are best positioned to benefit as markets evolve. They explore potential upside surprises and key wildcards, from private credit risks to AI-led productivity gains. Above all, they emphasise the importance of investment discipline, fundamentals and long-term thinking in today's volatile environment.

Market Flash – 17 febbraio 2026In questo episodio:A un mese e mezzo dall'inizio dell'anno, i mercati hanno già attraversato una fase estremamente intensa, caratterizzata da rotazioni rapide, cambi di leadership e forte volatilità sotto la superficie.Nonostante l'andamento quasi invariato dell'indice S&P 500, il titolo medio ha registrato movimenti molto ampi, evidenziando una divergenza significativa tra stabilità degli indici e dispersione elevata sui singoli titoli.Dopo una partenza sostenuta da flussi record, il mercato ha avviato un processo di aggiustamento accelerato. Il violento unwind su oro e argento, il calo delle criptovalute e le rotazioni legate ai temi di AI e momentum hanno innescato una fase di normalizzazione, colpendo soprattutto i posizionamenti affollati e i fattori growth.Allo stesso tempo, l'escalation degli investimenti in intelligenza artificiale continua a rappresentare il tema strutturale dominante. Se da un lato emergono dubbi sulla sostenibilità e monetizzazione di questi investimenti, dall'altro la crescita delle capacità dei modelli e i guadagni di produttività suggeriscono una trasformazione economica di portata potenzialmente storica.Il contesto resta complesso, con volatilità elevata sui singoli nomi e una crescente sovrapposizione tra fattori tecnici, politici e tecnologici. Il 2026 si conferma quindi come un anno di selezione, flessibilità e gestione attiva del rischio. Per saperne di più, ascolta il nuovo episodio della rubrica podcast Market Flash, a cura di Alberto Tocchio, Head of Global Equity and Thematics.

European bourses are broadly on the backfoot; US equity futures mixed, but the NQ outperforms, as chip names benefit from Alphabet boosting AI spending.DXY is mildly firmer, with G10s lower to varying degrees; Aussie hampered by pressure in metals, GBP lags into BoE.Fixed income benchmarks are mixed; USTs incrementally firmer, whilst Gilts underperform on political woes.Crude benchmarks slip with US-Iran meeting confirmed, Spot gold moves lower, silver -10.5%.Looking ahead, highlights include US Challenger (Jan), Weekly/Continuing Jobless Claims, Revelio PLS, ECB Announcement, BoE Announcement & MPR, Banxico Announcement, CNB Announcement. Speakers include BoE's Bailey, ECB's Lagarde, Fed's Bostic, BoC's Macklem & RBA's Bullock.Earnings from Amazon, Strategy, Roblox, Reddit, Bloom Energy, ConocoPhillips, Bristol Myers Squibb, Barrick Mining, Cigna.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In questo episodio:Dopo uno degli avvii d'anno più forti di sempre, i mercati mostrano i primi segnali di pausa, senza però compromettere il messaggio di fondo: il 2026 si sta confermando come l'anno dell'allargamento della partecipazione e della fine della concentrazione estrema. La sovraperformance di small e mid cap, il miglioramento della market breadth e la sottoperformance silenziosa delle mega-cap segnano un cambiamento strutturale profondo rispetto agli ultimi anni.Il contesto macro resta sorprendentemente costruttivo, con dodici mesi consecutivi di sorprese economiche positive e un'Europa che beneficia dell'avvio dei piani fiscali, aprendo spazio a una crescita superiore alle attese.Parallelamente, torna centrale il tema delle commodities, con segnali tecnici e fondamentali che indicano un possibile cambio di regime pluriennale, sostenuto anche da dinamiche geopolitiche e strategiche, come il crescente ruolo della Groenlandia e delle materie prime critiche.Sul fronte dei rischi, l'attenzione si sposta sul Giappone: il ritorno dell'inflazione, l'aumento dei rendimenti e le implicazioni sul carry trade globale rappresentano un potenziale fattore di instabilità sistemica. In questo scenario, la stagione delle trimestrali sarà decisiva per confermare l'allargamento del mercato, in un contesto di valutazioni elevate, posizionamento affollato e sentiment ottimista.Il messaggio chiave per il 2026 resta positivo ma selettivo: mercati sostenuti da forti stimoli e da trend strutturali come AI, M&A e buyback, ma con maggiore volatilità e una crescente necessità di flessibilità e capacità di adattamento per cogliere le opportunità e gestire i rischi.Per saperne di più, ascolta il nuovo episodio della rubrica podcast Market Flash, a cura di Alberto Tocchio, Head of Global Equity and Thematics.

David Driscoll, president, CEO, CIO and founder of Liberty International Investment Management Inc., shares his outlook on Global Equities.

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar highlights a mixed global equity backdrop, with U.S. markets steady, Europe softer, and Asia boosted by record highs in Taiwan and South Korea following strong TSMC results and a major U.S.–Taiwan chip deal. The dollar strengthened as U.S. jobless claims fell, reducing near-term Fed cut expectations. Commodities dipped, while crypto markets stayed volatile amid regulatory uncertainty and new futures launches.

⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar highlights a rebound in global equities driven by strong TSMC earnings, upbeat UK and Eurozone economic data, and easing U.S.–Iran tensions. Oil prices slide as geopolitical risks cool, while U.S. jobless claims fall. Crypto markets remain resilient, with Bitcoin nearing $98,000, robust ETF inflows, and regulatory negotiations in Washington facing fresh delays without derailing the broader rally.

In questo episodio: L'anno si apre con un avvio molto forte dei mercati dopo un dicembre complesso: la storica tenuta dei primi giorni dell'S&P 500 rafforza il messaggio di fondo con cui si era chiuso il 2025, ovvero l'ingresso in una nuova fase di mercato meno concentrata e più guidata da rotazioni settoriali.Il quadro politico e geopolitico si conferma subito complesso, come tipico di un mid-term year del secondo mandato Trump, con politica fiscale, monetaria e regolatoria che sembrano muoversi nella stessa direzione, sostenute da una spinta all'innovazione senza precedenti.Dal punto di vista tecnico, emergono segnali molto costruttivi: rotture rialziste sugli indici europei, S&P 500 vicino ai 7.000 punti e, soprattutto, un allargamento continuo della partecipazione al rialzo.Con l'avvio della stagione delle trimestrali, l'attenzione si concentrerà su capex e guidance legate all'AI, in un contesto di volatilità eccezionalmente bassa, posizionamento elevato e forte partecipazione retail, elementi che suggeriscono un approccio più prudente.Il messaggio chiave per il 2026 resta costruttivo ma selettivo: azionario globale favorito, forti rotazioni, divergenze regionali e rischi da monitorare, ma anche opportunità interessanti soprattutto in Europa e Asia, nei temi infrastrutturali, nella difesa e nei settori che beneficiano dell'aumento di produttività legato all'intelligenza artificiale.Per saperne di più ascolta il nuovo numero della rubrica podcast a cura di Alberto Tocchio, Head of Global Equity and Thematics.

After a year of divergence in global equities, Patrice will break down the key drivers behind his funds' performance in 2025 and offer his outlook on where he sees opportunities ahead in 2026. Recorded on January 8, 2026. 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 fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study.   --   Après une année de divergence dans les actions mondiales, M. Quirion expliquera les principaux facteurs qui sous-tendent le rendement de ses fonds en 2025 et présentera ses perspectives quant aux occasions qu'il entrevoit en 2026. Date : 8 janvier 2026 Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.  

For this episode of Inside Business, host Ciarán Hancock is joined by a panel of experts to discuss the major stories of 2025.A busy year in markets was dominated by US president Donald Trump's threats to impose huge tariffs on the United States' trading partners, including Ireland.Ireland's housing crisis showed no sign of improvement with completions trending well below Government targets.And another record-breaking year for corporate tax receipts, coupled with Ireland's gross domestic product (GDP) growing exceptionally by over 10%, meant that the economy is in rude health as we head into 2026.The panel comprises Aidan Donnelly, Head of Global Equities at Davy, Susan Hayes Culleton, Managing Director, HayesCulleton Group, and Cliff Taylor of the Irish Times.Produced by John Casey with JJ Vernon on sound. Hosted on Acast. See acast.com/privacy for more information.

2025 has been a memorable year for global equity markets, and it's prompted speculation from investors. Between economic downturns and tariffs, there's been plenty for experts to voice concerns about. Fisher Funds expert Sam Dickie explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

A rare split is opening inside the Federal Reserve. Sonu Varghese, VP, Global Macro Strategist, and Ryan Detrick, Chief Market Strategist at Carson Wealth, dig into what that tension really means as growth projections move higher and rate cuts keep coming. They break down the widening gap between market expectations and the Fed's own outlook, the mixed signals coming from the latest dot plot, and what dissenting votes reveal about how policymakers are reading inflation and a softening labor market. At the same time, they look to the areas gaining strength, including cyclicals, global markets, commodities and the latest AI rotation, to understand how a divided Fed is shaping positioning as investors look ahead to 2026.Key Takeaways:• The Fed is diverging internally: The dot plots and dissents show widening disagreement on how aggressively to cut• Markets are pricing a different path: Traders expect more easing than the Fed, especially beyond 2026• Growth projections are rising: The Fed now sees stronger 2025–2026 GDP despite ongoing cuts• Labor-market signals are weakening: Falling quits and slowing hiring increase pressure on policymakers• Cyclical strength continues: Industrials, materials, and developed international markets are pushing the rally forwardJump to:0:00 - Cold Open, Holidays, And Setup2:45 - AI Leadership Rotates And Market Breadth8:50 - Cyclicals Lead, Global Rally Builds14:40 - Europe, Developed Markets, And Industrials20:55 - IPOs, Sentiment, And Bull Market Signals27:00 - The Fed Cuts: Dots, Dissent, And Markets35:20 -Neutral Rate, Long-Run Inflation, And 202641:50 - Press Conference Takeaways And Labor Risks48:10 - Gold Breakout And Commodities Pulse53:30 - Labor Market: JOLTS, Quits, And WagesConnect with Ryan:• LinkedIn: https://www.linkedin.com/in/ryandetrick/• X: https://x.com/RyanDetrickConnect with Sonu:• LinkedIn: https://www.linkedin.com/in/sonu-varghese-phd/• X: https://x.com/sonusvarghese?lang=enQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com

APAC stocks were mostly lower after the weak lead from Wall Street, as the tech-related pressure rolled over into the region; Nikkei 225 fell beneath the 50,000 level amid a firmer currency.China Securities Times commentary noted that China should set a positive yet 'pragmatic' 2026 GDP growth target with leeway, while researchers are said to be divided between an around 5% or 4.5%-5.0% growth target for 2026.US President Trump said they are looking into whether Israel violated the ceasefire by killing a Hamas leader; Ukrainian President Zelensky said there was still no ideal peace plan as of now.European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.7% after the cash market closed with gains of 0.6% on Monday.Looking ahead, highlights include UK Jobs Report (Oct), EZ/UK/US Flash PMIs (Dec), German ZEW Survey (Dec), Japanese Trade Balance (Nov), US Average Weekly Prelim Estimate ADP (4-week, w/e 29 Nov), Non-Farm Payrolls (Oct), Jobs Report (Nov), Retail Sales (Oct), Business Inventories (Sep), NBH Announcement, Comments from BoC's Macklem, Supply from UK.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

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 7 December 2025.

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.

Markets are now pricing in an almost 85% probability of a 25 basis point rate cut by the Fed in December – this boosted tech stocks and others followed suit, prompting a global rally. US markets will be shut today for the Thanksgiving holiday, and the Black Friday shopping bonanza will start tomorrow when the US market will reopen for a shortened trading session. Norbert Rücker, Head of Economic and Next Generation Research, joins the show with a timely update on energy markets and what's driving them currently. And Tim Gagie, Head of FX Advisory Geneva, rounds off the podcast by highlighting the latest moves in Sterling after the UK budget as well as this week's action in preciousmetals.(00:00) - Introduction: Bernadette Anderko, Product & Investment Content (00:38) - Markets wrap-up: Jan Bopp, Product & Investment Content (06:44) - Energy Markets: Norbert Rücker, Head of Economics & Next Generation Research (11:41) - FX and metals update: Tim Gagie, Head of FX/PM PB Geneva (15:56) - 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.

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.

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

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.

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.

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.

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.

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.

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.

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.