Video features

Our analysts, Leticia Zemaitis, Fixed Income Strategist CIO Americas, and Matthew Tormey, US Equity Strategist CIO Americas, discussed what is going on in markets, including equity valuations post-earnings, high-yield bonds, and the potential impact of new trade tariffs. Hosted by Alejo Czerwonko, Chief Investment Officer Emerging Markets.

Nadia Lovell, Head of Global Equity Strategy and Management, Leslie Falconio, Head of Taxable Fixed Income Strategy CIO Americas, and Andrew Dubinsky, US Senior Economist CIO Americas, shared their perspectives on the current market outlook and discussed the key themes shaping today’s investment environment.

Host Anthony Pastore was joined by Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities, Kurt Reiman, Head of Fixed Income, CIO Americas, and Nathaniel Gabriel, CIO Equity Strategist, to look at how transformational innovation shaped the nation throughout history, drawing parallels to themes driving today’s investment landscape. They shared their perspectives on the current market outlook.

A special edition fireside chat with Joe Tsai, Chairman of Alibaba, a global leader in e-commerce and artificial intelligence. Following introductory remarks from Mike Ebert, Head IB Americas at UBS, Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities, moderates a conversation, delving into topics like the future of AI and the dynamics of the China Tech market.

Explore more artificial intelligence content from CIO at ubs.com/ai-hub

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.