What is the UBS Wealth Management CIO’s outlook for the second quarter of 2024? Our panellists explain why buoyant equity markets, a soft landing in the US, continued central-bank rate-cutting and the ongoing adoption of artificial intelligence have prompted their focus on technology, durable income and risk management. 

What is the UBS Wealth Management CIO’s outlook for the second quarter of 2024? Our panellists explain why buoyant equity markets, a soft landing in the US, continued central-bank rate-cutting and the ongoing adoption of artificial intelligence have prompted their focus on technology, durable income and risk management.

Delivering insights into the people, places and products shaping the financial week ahead. Hear from the finest minds and freshest thinkers as they take you beyond the numbers and the hype to get to the heart of the day’s big issues.

The Bulletin with UBS

The next stage: Q2 outlook

Renewables account for the majority of energy capacity additions globally, and governments worldwide have recently committed to triple renewables by 2030. Our UBS panellists explain how private infrastructure offers an attractive opportunity for investment as an effective portfolio diversifier and a stable source of income and returns. With Antonia Sariyska and Antoinette Zuidweg.

Renewables account for the majority of energy capacity additions globally, and governments worldwide have recently committed to triple renewables by 2030. Our UBS panellists explain how private infrastructure offers an attractive opportunity for investment as an effective portfolio diversifier and a stable source of income and returns. With Antonia Sariyska and Antoinette Zuidweg.

Invest in renewable infrastructure

Cutting-edge medical technology, advances in AI and a sharper focus on healthier living mean that reaching the age of 100 could one day be the norm. But can our financial health survive just as long? UBS CIO equity strategist Wen Ching joins the show from Singapore to explain how smart portfolio planning can ensure that investors can live well for longer.

Cutting-edge medical technology, advances in AI and a sharper focus on healthier living mean that reaching the age of 100 could one day be the norm. But can our financial health survive just as long? UBS CIO equity strategist Wen Ching joins the show from Singapore to explain how smart portfolio planning can ensure that investors can live well for longer.

Living well till 100

The latest instalment in our ElectionWatch series, based on reports published by the CIO of UBS Global Wealth Management. The reports look ahead to November’s potentially seismic general election in the US and consider its impact across sectors, themes and geographies. In today’s edition, Dean Turner and Thomas Wacker consider the implications of this election for Europe. As the vote draws nearer, there are potentially two key issues coming to the fore for European investors, businesses and politicians alike: trade and defence.

The latest instalment in our ElectionWatch series, based on reports published by the CIO of UBS Global Wealth Management. The reports look ahead to November’s potentially seismic general election in the US and consider its impact across sectors, themes and geographies. In today’s edition, Dean Turner and Thomas Wacker consider the implications of this election for Europe. As the vote draws nearer, there are potentially two key issues coming to the fore for European investors, businesses and politicians alike: trade and defence.

The next stage: Q2 outlook

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