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Value investing in an uncertain world

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Tune in for a special fireside chat on the outlook for the world, economy, and value investing with Bill Ackman, Founder and CEO of Pershing Square Capital Management, and Ryan Israel, Chief Investment Officer at Pershing Square Capital Management.

Date: Friday, May 3
Time: 
4:30 p.m. CT (5:30 p.m. ET)

sun light coming through Lincoln Memorial

ElectionWatch 2024 UBS Road to the Election

CIO launched a new weekly video series “UBS Road to the Election.” New episodes will air every Thursday at 4:30 p.m. ET. For additional election-related content, we encourage you to visit the ElectionWatch hub.


Replays

Replay – House View client livestream

Watch the replay of our latest House View live conversation which featured insights from Nadia Lovell, Senior US Equity Strategist, and Dan Scansaroli, Head of CIO Portfolio Strategy & UBS Wealth Way Solutions.

Replay – Middle East Escalation: Outlook and implications

Tensions in the Middle East continue to escalate following Iran’s attack on Israel. To discuss the latest developments and what could happen next, Solita Marcelli, Chief Investment Officer Americas, UBS Global Wealth Management, hosted a special client conversation with Admiral James Stavridis, Vice Chair of Global Affairs at The Carlyle Group, who previously served as the 16th Supreme Allied Commander at NATO. Paul Donovan, Chief Economist, and Jay Dobson, Energy and Utilities Sector Strategist, also joined to discuss the implications for the economy, Fed, oil markets, and investments.

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

Replay – ElectionWatch 2024 event: The race, the world, and investments

Watch the replay of our special ElectionWatch event, hosted by Solita Marcelli, Chief Investment Officer Americas, UBS Global Wealth Management. Frank Kelly, Founder & Managing Partner at Fulcrum Macro Advisors LLC and Senior Political Strategist at DWS, breaks down the state of the race; Mike Rogers, Former Director of the National Security Agency, examines the geopolitical landscape as we approach November; and David Rubenstein, Co-Founder of The Carlyle Group, discusses the implications for the economy and financial markets.

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

Replay – Special Livestream: Glass half full? Outlook for 2024 and beyond

Watch the replay of our January 25 special client livestream featuring Solita Marcelli, Chief Investment Officer, CIO Americas, and Henry McVey, Head of Global Macro & Asset Allocation, CIO of KKR Balance Sheet.

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

Replay – Obesity therapies: Weighing the impact part 1

The UBS Chief Investment Office (CIO) invites you to a deep-dive conversation with Dr. Jamie Kane, Director, Northwell Health Center for Weight Management, hosted by Anthony Pastore, Head of Broadcast Communications.

This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not reflect the views of CIO GWM.

Replay – Obesity therapies: Weighing the impact part 2

In this second part of the conversation, we're joined by Paul Donovan, Chief Economist, UBS Global Wealth Management.