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Insights: Family Office Solutions Family Office Quarterly Q2 2026

New insights and best practices to support family office success

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Research: Chief Investment Office A great future in plastics

With over 150 million daily transactions, credit cards remain a vital and evolving engine of digital payments and long‑term growth. Explore why in CIO’s latest 250 Years of US Innovation report.

Discover the impact of credit cards
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Insights: Advanced Planning Group Top planning ideas for 2026

Tax and wealth transfer planning strategies to guide you.

Explore our planning strategies

See what these insights mean for your own portfolio

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Insights for your entire financial life

Articles and reports delivering financial guidance for life’s most important stages

Wealth planning and advice

Wealth planning and advice

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Markets and economy

Markets & economy

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Specialized investor research

Sports & Entertainment A creative shift

If you’re in a creative industry like film, TV, art and music, get ready for the range of possibilities AI is creating. And see how see how to protect your work, wealth and legacy.

Download the reportpdf, 5 MB

Sports & Entertainment The NIL playbook

The door is open for young athletes like you to capitalize on one of your most valuable assets: your “Name, Image and Likeness.” Discover the 5 key steps.

Read the white paperpdf, 7 MB

Advanced planning Estate planning and cognitive aging

As you age, you may be more vulnerable to fraud such as identity theft, fake investments and other intimidation. See how to protect yourself and your wealth.

Download the reportpdf, 2 MB

Women and finances Wealth and the single women

Many single women enjoy having financial control but are less confident about their financial future than single men. See how tailored financial advice can help.

Download the reportpdf, 1 MB

Multicultural investors Invest to advance

See how high net worth Black, Asian and Hispanic or Latino investors have charted successful paths to wealth, and discover their continued paths to success.

Explore the findingspdf, 12 MB

Family Office Family advisory compass

Get insights, guidelines and specific examples that can help wealthy families position themselves for success over generations.

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Timely market commentary

Watch UBS Trending weekdays at 9:30 a.m., ET. for conversations with market experts, analysts and influencers.

UBS podcasts

Stay in the know with our latest analysis on the markets, economy, trends and politics.

UBS On-Air: Market Moves

UBS On-Air: Market Moves

Client Strategy Office

UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

30 Apr 2026

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 62)

On this episode of Viewpoints, Burkhard reflects on the factors that are contributing to global equity markets grinding higher, despite continued uncertainty stemming from geopolitics. We also touch on what investors should make of crude oil prices being once again on the rise, and assess how today’s market environment compares to that of the 1990s.

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09:42

30 Apr 2026

UBS On-Air: Paul Donovan Daily Audio 'The British are coming'

Despite King Charles reassuring US members of Congress that there was no “rearguard action” to re-establish control, the Federal Reserve has acquired a distinctly British accent. Four dissents (in two directions) is a straightforward Bank of England imitation (economics is always more convincing in a British accent). Fed Chair Powell pledged to remain in office as a governor.

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03:29

29 Apr 2026

Talking Markets Podcast (Geopolitics & Emerging Markets) with Arif Joshi of Bramshill Investments

Arif Joshi is a Senior Managing Director and Head of the Emerging Markets platform at Bramshill Investments. Arif shares boots-on-the-ground insights following a recent trip to Venezuela, as we discuss the country’s geopolitical relations with the US, along with the landscape for energy production and exploration. We also discuss the US-Iran war and its’ implications to economic activity in the region, upcoming talks between President Trump and China’s President Xi Jinping, along with where to locate opportunity across the emerging markets. Host: Daniel Cassidy

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20:26

29 Apr 2026

UBS On-Air: Paul Donovan Daily Audio 'UAE cashes out of OPEC'

The UAE’s imminent departure from the OPEC oil cartel is the most significant to date. Near term, there is little impact—oil prices are primarily influenced by Iran. Longer term, it may mean more supply, although OPEC’s influence in broadly defined energy supply is likely to decline at an accelerated pace with electrification. The move may signal a more urgent need for revenue by the UAE—reflecting reconstruction, rearmament, and the loss of revenues from oil, tourism, and nomadic wealth.

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28 Apr 2026

Top of the Morning: 250 years of US innovation - Credit Cards

The seventh edition of CIO’s 250 years of US innovation series, A great future in plastics, examines how credit cards evolved from a simple piece of plastic into a global payments infrastructure. Our conversation explores how networks, technology, and trust transformed everyday transactions, reshaping commerce and the modern economy. Featured is Jeff Harwood, Financials Equity Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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09:06

UBS On-Air: In the Now

UBS On-Air: In the Now

Client Strategy Office

UBS On-Air: In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else

23 Jan 2026

Washington Weekly Podcast: Davos takeaways, Greenland, Government shutdown

Shane returns to share some reflections on President Trump’s policy remarks at the World Economic Forum in Davos, Switzerland, this week. This includes a look at where the Trump administration’s pursuit of Greenland stands, and what next-steps could look like in terms of negotiations with Denmark and the broader European Union. Plus, a look at where efforts stand on Capitol Hill to avoid a partial shutdown of the U.S. government. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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11:29

12 Dec 2025

Washington Weekly Podcast: Healthcare, Defense, Congressional stock trading

As we close out the series for 2025, Shane drops by for a Capitol Hill roundup as we cover developments surrounding Congressional votes on healthcare legislation, and the National Defense Authorization Act. Plus, some thoughts on renewed bipartisan efforts to ban Congressional stock trading. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs U.S. Host: Daniel Cassidy

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10:27

02 Dec 2025

Washington Weekly Podcast: Russia-Ukraine, Venezuela, Congressional agenda

Shane drops by for a geopolitics roundup with updates on the latest developments with respect to the Russia-Ukraine War and Venezuela. We also review the priorities of Congress through year-end and into early 2026. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

00:00
10:59

06 Nov 2025

Washington Weekly Podcast: Election Day, IEEPA hearing, Government shutdown

Shane joins to update on a variety of timely topics, including the implications of potential Election Day outcomes, the prospects for an end to the ongoing U.S. government shutdown, along with the Supreme Court’s hearing on the Trump administration’s use of the International Emergency Economic Powers Act (IEEPA). Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

00:00
09:44

15 Oct 2025

Washington Weekly Podcast: Government shutdown update, US-China trade talks

Shane joins mid-week for an update on the US government shutdown, including a look at impacted services, and where negotiations stand to re-open the government. We also touch on recent developments surrounding US-China trade talks. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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09:52

UBS On-Air: Conversations

UBS On-Air: Conversations

Client Strategy Office

UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere

11 Mar 2026

Sustainable Investing Perspectives: Renewable energy & Infrastructure trends

A roundtable discussion on growing global demand and application trends in renewable energy and infrastructure, along with a look at technological innovations and investment considerations associated with these themes. Tiffany Agard, from the UBS CIO Investment Management Sustainable & Impact Investing team, is joined by Jay Dobson, UBS CIO Energy & Utilities Equity Strategist, and Chris Leslie, Senior Managing Director, Green Investments, at Macquarie Asset Management.

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31:33

03 Feb 2026

Sustainable Investing Perspectives: Shifts shaping portfolios in 2026

Sustainable investing is entering a new era, one where outcomes, resilience, and real-world impact sit at the center of portfolio construction. From equities to fixed income to alternatives, 2026 brings both structural challenges and compelling opportunities. Tiffany Agard and Andrew Lee, from the CIO Sustainable & Impact Investing team, share how investors can navigate these themes, where fundamentals are strengthening, and what it means to build portfolios equipped for the world we’re heading into.

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18:11

23 Jan 2026

Top of the Morning: Women and health - Challenges and opportunities

The UBS Women and health reports examines the gender health gap - what it is, and how it affects women’s lives and financial wellbeing. We discuss these topics and highlight the rapid growth over the last few years in awareness around women’s health and in the startup scene of companies try¬ing to provide solutions. Featured is Marianna Mamou, Head of Advice Beyond Investing, UBS Chief Investment Office. Host: Daniel Cassidy

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11:57

21 Jan 2026

Top of the Morning: 2026 Roth catch-up explained

Our conversation spotlights an important retirement savings change taking effect in 2026 as part of the SECURE 2.0 Act. For certain high wage earners, catch-up contributions will be required to be made on a Roth basis, which means they’ll be taxed at the time of contribution rather than at withdrawal. Tune in to learn about what’s changing, why this matters, and what to do about it. Featured are Ainsley Carbone, Retirement Strategist, and Justin Waring, Head UBS Wealth Way Strategy & Solutions. Host: Daniel Cassidy

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13:53

11 Dec 2025

Family Office Solutions Podcast: AI and Family Offices - building the intelligence layer

In this episode of the Family Office Solutions Podcast, host Mark Tepsich, a family office design and governance strategist, speaks with Rishi Bali, founder and CEO of OPCO.AI. The discussion focuses on how family offices can modernize their operating core without replacing existing systems. Rishi explains how an intelligence layer can unify fragmented platforms, operationalize investment policy statements (IPS) in real time, and reduce key-person risk. He also shares his background and the journey that led to creating OPCO.AI, offering insights into innovation and strategic partnerships for family offices navigating complexity.

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35:38

UBS On-Air: LatAm access Spanish

UBS LatAm Access en español

Client Strategy Office

LatAm Access le brinda las perspectivas y visiones de expertos, con un enfoque en los mercados de Latinoamérica y las tendencias globales.

29 Apr 2026

Entre la IA y la guerra: ¿cómo navegar dos revoluciones?

En 2026 coexisten dos revoluciones con efectos distintos sobre la economía global: la guerra con Irán y la inteligencia artificial. En este episodio de UBS LatAm Access, Gabriela Soní y Alejo Czerwonko analizan cómo navegar este entorno y construir un portafolio equilibrado.

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16:34

22 Apr 2026

Mercados en Breve: ¿por qué Ormuz paraliza al mundo?

En este episodio de Mercados en Breve, Alberto Rojas profundiza en el origen del shock petrolero: el Estrecho de Ormuz, un punto de apenas 33 km que controla el 20% de la energía global y mueve los mercados de todo el planeta.

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05:44

14 Apr 2026

Shock petrolero: ¿qué deja la guerra con Irán en LatAm?

El conflicto entre Irán y Estados Unidos está generando un shock energético con consecuencias heterogéneas en Latinoamérica. En este episodio de UBS LatAm Access, Alejo Czerwonko y Alberto Rojas mapean los diferentes efectos en la región.

00:00
18:05

08 Apr 2026

Mercados en Breve: Así cierran los emergentes el primer trimestre

En este episodio de Mercados en Breve, analizamos cómo cierran los mercados emergentes el Q1: bonos más resilientes de lo esperado, bolsas volátiles y monedas bajo presión. Un balance con señales clave para los inversionistas.

00:00
05:55

25 Mar 2026

Brecha en salud: ¿oportunidad de inversión desperdiciada?

En este episodio de LatAm Access, Gabriela Soní y Laura Assis analizan la brecha en salud de las mujeres, su impacto económico global y las oportunidades de inversión que el mercado aún no está capturando.

00:00
09:23

UBS On-Air: LatAm access Portuguese

UBS LatAm Access em português

Client Strategy Office

LatAm Access traz importantes insights de renomados especialistas nos mercados da América Latina e tendências globais.

13 Apr 2026

Energia e geopolítica no centro do cenário internacional

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, estrategista de investimentos do UBS GWM, analisam os impactos dos riscos geopolíticos e da alta do petróleo no cenário local, internacional e na alocação do UBS.

00:00
32:06

13 Apr 2026

ElectionWatch Brazil 2026 | O Termômetro do Brasil: Energia, Mercados e Eleições

Neste episódio, Débora Nogueira, Senior Economist no UBS GWM, e Victoria Roquetti, Research and Analysis Associate no UBS GWM, discutem o recente choque de energia que afetou os mercados locais, seus impactos no ciclo eleitoral brasileiro de 2026 e novas pesquisas regionais.

00:00
31:38

17 Mar 2026

Conflito no Irã: o que está em jogo para os mercados

Neste episódio, Luciano Telo, CIO para o Brasil no UBS Global Wealth Management, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM, falaram sobre a guerra no Irã, as consequências para o mercado, e o que esperar dos próximos movimentos do conflito.

00:00
29:10

17 Mar 2026

ElectionWatch 2026: O Caminho até 2026: Eleições, Economia e Mercado

Como parte do ElectionWatch 2026, iniciamos a cobertura das eleições brasileiras com Solange Srour, Head of Macroeconomics no UBS Global Wealth Management, e Débora Nogueira, Senior Economist do UBS Global Wealth Management, que analisam os principais desafios do próximo governo, o cenário fiscal e a corrida eleitoral.

00:00
32:37

27 Feb 2026

O que esperar dos mercados em 2026? Visão Global e Brasil

Neste episódio, Luciano Telo, CIO para o Brasil no UBS Global Wealth Management, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM, apresentam suas perspectivas para 2026, com foco no mercado acionário global, na reponderação entre Estados Unidos e outros mercados e nas mudanças estruturais dentro do setor de tecnologia. O episódio também traz uma análise do cenário brasileiro, destacando as preferências entre classes de ativos, com ênfase em ações e renda fixa.

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35:41

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Expiration: 2/12/2026 Review Code: IS4238814