UBS On-Air: Market Moves

Marianna Mamou, Head of Advice Beyond Investing, sheds light on the evolving relationship between women investors and the wealth management industry. We discuss whether there is a need for a different approach when it comes to working with women investors, what to know about the next generation of women investors, and more. Host: Daniel Cassidy

The recently reported AI-assisted solution to the Navier–Stokes problem points to AI’s broadening role in frontier scientific research, raising the question of where faster discovery could translate into investment value. This episode explores how that progress could open new opportunities across healthcare, energy, and advanced materials, and reinforce the long-term investment themes of AI, power and resources, and longevity.

Political polarization is testing Europe’s established parties and confronting markets with the prospect of larger policy shifts. Germany’s regional elections have brought the growing influence of parties outside the traditional mainstream into focus, while France’s presidential election could shape the pace of future European integration. Why might fiscal spending fail to ease voter discontent, and how should investors respond to a less predictable political landscape? In the latest episode of Across the Pond, hosts Christopher Swann and Belinda Ulander are joined by UBS Global Chief Economist Paul Donovan to discuss the implications for European integration, fiscal policy, global trade, and portfolio diversification.

This week, Shane talks about recent developments surrounding Missouri’s redistricting efforts, recaps President Trump’s keynote address at GOP midterm convention, and reflects on the 25th anniversary of the 9-11 attacks. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

It is a sad comment on the quality of communication by the US central bank that a single US consumer price inflation number can have so much sway over policy expectations. Single data points should not be relied on to this extent. If today’s data does not produce a US rate hike in September, disinflationary forces may keep rates on hold this year. If rates are raised, a second rate hike would probably follow.