Action amid uncertainty: The UBS outlook

New French prime minister Sébastien Lecornu is the fifth premier in under two years. UBS CIO for France, Claudia Panseri, discusses whether the Macron loyalist can galvanise the National Assembly and curb French borrowing.See omnystudio.com/listener for privacy information.

The UBS Wealth Management CIO’s ‘Digital Assets 101’ series explores important developments in the digital-asset landscape. Michael Bolliger, UBS CIO for emerging markets, joins to discuss the potential of stablecoins.See omnystudio.com/listener for privacy information.

We conclude our season of insights from Nobel laureates in economics whose expertise informs UBS’s approach to answering complex questions. 2016 winner Bengt Holmström reflects on crafting economic knowledge for the real world.See omnystudio.com/listener for privacy information.

Our latest special edition features two Nobel laureates in economics whose insights inform UBS’s approach to answering complex questions. 2021 winner David Card (pictured) and 2024 laureate Daron Acemoglu reflect on their experiences.See omnystudio.com/listener for privacy information.

The second instalment of our special edition featuring Nobel laureates in economics whose insights inform UBS’s approach to complex questions. 2016 laureate Bengt Holmström returns to discuss the uncertain times we live in.See omnystudio.com/listener for privacy information.

 Special edition featuring Nobel laureates in economics, whose insights inform UBS’s approach to answering complex questions. 2021 winner David Card and 2024 laureate Daron Acemoglu (pictured) discuss the uncertain times in which we live. See omnystudio.com/listener for privacy information.

UBS expects structural trends such as AI, electrification and longevity to be the biggest long-term drivers in equity markets. Ulrike Hoffmann-Burchardi, GWM head of global equities, explains how smart investors can take advantage.See omnystudio.com/listener for privacy information.

Despite a volatile year so far, there remains rewards for patient investors capable of navigating uncertainty. Kiran Ganesh, UBS GWM head of investment communications, discusses what we might learn in the remainder of 2025.See omnystudio.com/listener for privacy information.

Dominic Schnider from UBS Global Wealth Management joins us to discuss industrial metal markets and to explain why copper might provide a compelling opportunity for smart investors with a longer-term view.  See omnystudio.com/listener for privacy information.

Scapegoat economics wrongly blames a particular group for problems, while prejudice politics promises to reduce that group’s influence. Paul Donovan of UBS explains what happens when prejudice fails to solve the underlying issue.See omnystudio.com/listener for privacy information.