The disconnect between geopolitics and markets

Massimiliano Castelli, head of global sovereign markets strategy and advice in UBS Asset Management, explains the disconnect between record-high US equity markets and the ongoing Middle East conflict and rising energy prices.See omnystudio.com/listener for privacy information.

UBS expects the space economy to grow to more than $1trn by 2040. What are the key opportunities and risks for investors ahead of this inflection point? With Alex Stiehler and Ashim Thakur.See omnystudio.com/listener for privacy information.

Amantia Muhedini of UBS explains how a new report that mapped the investable universe and proposes a “theory of change” approach can help clients to invest through a gender lens and close the gender-wealth gap.  See omnystudio.com/listener for privacy information.

Kiran Ganesh of the UBS Global Wealth Management CIO joins the show to explain how smart investors can navigate a complex landscape shaped by a convergence of geopolitical and technological factors.See omnystudio.com/listener for privacy information.

Banking is UBS’s craft. This is why UBS celebrates inspirational individuals whose mastery mirrors its values: dedication, expertise, passion. Here we meet James Allison, technical director for the Mercedes-AMG Petronas Formula 1 Team.See omnystudio.com/listener for privacy information.

Get the picture on the 10th edition of the annual benchmark analysis of the state of the global art market with its author, Clare McAndrew, as well as Art Basel CEO Noah Horowitz and Paul Donovan of UBS.See omnystudio.com/listener for privacy information.

How are global entrepreneurs feeling about 2026 and about the future of their enterprises? The second annual UBS Global Entrepreneur Report reveals their optimism – and an appetite for expansion that’s undimmed by geopolitical uncertainty.See omnystudio.com/listener for privacy information.

This authoritative asset offers a unique record of real returns across equities, bonds, bills, currencies and now gold – helping investors place market developments in historical context. With professor Paul Marsh and UBS’s Kiran Ganesh.See omnystudio.com/listener for privacy information.

Ahead of International Women’s Day we discuss women and the health gap with Marianna Mamou, head of advice beyond investing in the UBS CIO and author of a compelling new UBS report. See omnystudio.com/listener for privacy information.

UBS is counting down to July’s US semiquincentennial with a series of reports exploring 250 years of uniquely American innovation. This week, UBS’s Kurt Reiman discusses the rise and impact of the assembly line.See omnystudio.com/listener for privacy information.