US Politics and Policies UBS Road to the Election

In this ElectionWatch video series, we sit down with research analysts and political experts to examine key topics in the 2024 US election. Tune in for new episodes on Thursdays at 4:30 p.m. ET.

April

 

Energy and policy

25 Apr 2024

Episode 9  |  Energy is the lifeblood of the economy, and a hot button topic for the election. What could the November outcome mean for EVs, wind and solar energy, the Inflation Reduction Act, and even the gas pump? Jay Dobson, CIO Energy and Utilities Sector Strategist, weighs in.

 

Banks and the race

18 Apr 2024

Episode 8  |  One year after the banking crisis, the US Presidential election presents financial services with three lines of risk. Bradley Ball, CIO Equity Strategist, US Financials at UBS, shares how the November outcome could affect the banking sector.

 

Presidents and markets

11 Apr 2024

Episode 7  |  Emotions run high during election years but shouldn’t impact your investments. Apollo Lupescu, Vice President at Dimensional Fund Advisors, shares how elections are linked to markets and why it’s so critical to let data lead in investment decisions.

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.

March

 

Wealth and taxes

21 Mar 2024

Episode 6  |  With the direction of US taxes hinging on the election outcome, Ainsley Carbone, Total Wealth Strategist, CIO Americas, weighs in on what a Trump or Biden win could mean and how you can manage future liabilities either way.

 

Going global

14 Mar 2024

Episode 5  |  In 2024 alone, 80 nations will head to the polls. Angst is a common feeling for voters and investors alike. Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, explains how to stay focused on elections that will really move the needle.

 

Looking past Super Tuesday

7 Mar 2024

Episode 4  |  Super Tuesday results, polling accuracy, and No Labels. John Savercool, Head of the UBS Office of Public Policy, explores what voters should pay attention to in the coming weeks that could impact the November election.

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.

February

 

Policies in focus

29 Feb 2024

Episode 3  |  Libby Cantrill, Head of US Public Policy at PIMCO, breaks down key issues that could decide the election, the congressional map, and the impact on personal taxes, regulation, defense spending, and more.

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.

 

War and Politics

22 Feb 2024

Episode 2  |  Admiral James Stavridis, Partner and Vice Chair, Global Affairs, The Carlyle Group, and 16th Supreme Allied Commander at NATO, joins Anthony Pastore to discuss the geopolitical landscape ahead of the election and the implications for investors.

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.

 

Investment implications of a rematch

15 Feb 2024

Episode 1  |  Solita Marcelli, Chief Investment Officer Americas for UBS Global Wealth Management, breaks down the possible election outcomes and provides her take on what it could all mean for investors.