Video features

We will be hosting a special edition of our monthly House View livestream, focused on the latest tariff announcements and the market impact. Joining the conversation will be CIO’s Jason Draho, Head of Asset Allocation Americas; Kurt Reiman, Head of Fixed Income Americas; David Lefkowitz, Head of US Equities; and Leslie Falconio, Head of Taxable Fixed Income Americas.

Join us for a special discussion featuring Henry McVey, Head of Global Macro, Balance Sheet & Risk and CIO of KKR’s Balance Sheet, and Solita Marcelli, CIO Americas for UBS Global Wealth Management. Henry and Solita will discuss their outlooks for the rest of 2025 and beyond, including key opportunities and risks.

A lot has changed since President Trump took office. His administration has initiated policy changes and markets have reacted. The Chief Investment Office (CIO) anticipates further volatility amid tariff concerns but continues to expect gains for the S&P 500 by year-end. A solid US economy and healthy corporate earnings growth should support the rally.

Join CIO for a discussion on tariff uncertainty, inflation, and the implications of the artificial intelligence rally, hosted by Anthony Pastore and featuring Jason Draho, Head of Asset Allocation CIO Americas and Nadia Lovell, Senior Equity Strategist CIO Americas.

Equity markets remain volatile as investors digest extreme policy uncertainty and growing recession fears. Our Chief Investment Office is here to help you make sense of the latest developments and stay close to clients. Watch this 4 minute video, where Solita Marcelli, Chief Investment Officer Americas, provides our latest outlook.

Since Donald Trump won the US presidential election and the Republicans gained control of Congress, long-end government bond yields have increased, the dollar has strengthened, and equity markets have become more volatile. With potential tariffs on the horizon and a policy agenda that could have significant macroeconomic repercussions, you may be wondering if there are implications for your portfolio.

Join the Chief Investment Office for a discussion on the executive order Trump signed over the weekend to impose additional tariffs on imports from Canada, Mexico, and China, the implications for investors, and more. The event will be hosted by Amantia Muhedini and will feature David Lefkowitz, Head of US Equities, Leslie Falconio, Head of Taxable Fixed Income Strategy, and John Savercool, Head of Governmental Affairs US.

The decade so far has been a “Roaring ‘20s” by many measures. Now we’re getting set to navigate geopolitical uncertainty, lower interest rates, and transformative innovation in the years ahead. As we approach the midpoint of the decade, a key question is whether US political change might extend or end this “Roaring ‘20s” dynamic.

To help you start the new year with confidence, join our US House View monthly livestream where Jason Draho, Head of Asset Allocation, and Kurt Reiman, Head of Fixed Income, will outline top ideas for 2025, share key investment insights, and provide strategies for achieving long-term investment success.

Watch the replay of our November House View live conversation, featuring insights from Kurt Reiman, Head of Fixed Income and ElectionWatch Co-lead; Jay Dobson, Energy and Utilities Strategist, Kevin Dennean, Technology and Telecom Strategist, and Brad Ball, Financials Strategist.

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, hosted by Solita Marcelli, Chief Investment Officer Americas, and Mark Axelowitz, Managing Director and UBS Private Wealth Advisor.

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.