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.

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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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