The UBS house view on AI, earnings growth and inflation

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

The authoritative annual seminar and accompanying survey is based upon views gathered from more than 40 central banks. Max Castelli, head of strategy & advice for global sovereign markets, UBS Asset Management, discusses this year’s findings.See omnystudio.com/listener for privacy information.

Jim Mann, UBS Global Visionary and founder & CEO of Undo, tells us about his nature-based carbon removal company and explains how it’s building, scaling and future-proofing fixes for the climate crisis.See omnystudio.com/listener for privacy information.

We conclude our special edition exploring the blue economy and ways to support ocean resources that are currently overexploited and underpriced. Featuring The Ocean Foundation’s president, Mark Spalding, and Catherina Campedelli of UBS.See omnystudio.com/listener for privacy information.

In the first of two special editions exploring the blue economy, we focus on investments aiming to build a thriving system based on sustainable relationships with ocean resources that are currently overexploited and underpriced.See omnystudio.com/listener for privacy information.

UBS marked the US semiquincentennial with a series of reports exploring 250 years of uniquely American innovation. This week, we ask: can the system that has supported US progress continue to hold?See omnystudio.com/listener for privacy information.