Tech, tariffs and turbulence – financing a connected future
This year has opened with heightened geopolitical uncertainty, rapid AI capex growth and rising fears of disruption to existing business models. On top of that comes a key question for investors: how will all of this be financed, and could higher public and private debt levels magnify the volatility we’ve seen in markets?
Join our upcoming livestream, where Mark Haefele and colleagues from around the world will discuss the winners and losers of the AI race, and how to position for the times ahead.
Upcoming livestreams

Our livestream speakers

Mark Haefele
GWM Chief Investment Officer

Ulrike Hoffmann-Burchardi
Chief Investment Officer Americas and Head of Global Equities

Paul Donovan
Chief Economist, UBS Global Wealth Management

Thomas Wacker
Head CIO Credit
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Intelligence to power your investment goals
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Bringing our CIO views directly to you
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Our regularly updated investment outlook
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