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171 episodios

What’s the Fed’s next move?
13/09/2026 | 16 min
Andrew Dubinsky and Leslie Falconio explain why the Fed is making more hawkish comments. Plus: stronger-than-expected jobs data and sticky inflation have raised expectations of two rate hikes this year.
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The UBS house view on AI, earnings growth and inflation
06/09/2026 | 22 min
David Lefkowitz, Frederick Mellors and Kiran Ganesh of UBS discuss the durability of the AI investment cycle, the breadth and resilience of corporate earnings growth, and the path of inflation and monetary policy.
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Global Visionaries special: Tom Hall, head of social impact & philanthropy at UBS
31/08/2026 | 17 min
We conclude our series on some of the thought leaders and innovators that UBS supports through its Global Visionaries programme by catching up with Tom Hall, who heads social impact and philanthropy at UBS.
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Global Visionaries special: Mari Tikkanen, co-founder and CEO of Scope Impact
23/08/2026 | 19 min
UBS Global Visionary Mari Tikkanen leads Scope Impact’s work protecting health against a backdrop of climate change by strengthening systems, building community and improving resilience.
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Global Visionaries special: Dan Grotsky, co-founder of Groundwork BioAg
16/08/2026 | 20 min
UBS Global Visionary and Groundwork BioAg co-founder Dan Grotsky talks about operating at the intersection of food security and climate change, and how mycorrhizal fungi can turn agriculture into an engine of climate transformation.
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