UBS On-Air: Market Moves

After a decade of mega cap dominance reinforced by passive investing, individual stock moves are now much larger than the index and correlations have dropped to near their lowest since 2018. We discuss why it’s now time for active investing versus the passive investing that has dominated the prior decade, and how our transformational innovation opportunities like AI, electrification, and longevity, provide an opportunity to capture returns above and beyond the indices. Tune in at the start of the trading week for this regular market outlook from Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities. Recorded on 10 May 2026.

After leaving a job, there are options for managing the assets in a former employer's retirement plan. In this episode, we outline those options, including rolling the assets into another retirement plan or an individual retirement account (IRA). Featured are Justin Waring, Head UBS Wealth Way Strategy & Solutions, and Ainsley Carbone, Retirement Strategist with the UBS Chief Investment Office Global Investment Management team. Host: Daniel Cassidy

Andrew Dubinsky, Senior US Economist, joins to highlight his new monthly report US macro: FAQs to forecasts - 10 frequently asked questions as it relates to the US economy. This month we discuss where AI effects are showing up in labor data, the status of the One Big Beautiful Bill Act tax cuts, and what the Fed is watching for that could set up further rate cuts. Host: Daniel Cassidy

Iran launched attacks against US naval vessels, and the United Arab Emirates. The US launched airstrikes against Iran. The Washington Post reports the US CIA believes Iran’s government can avoid additional economic hardship for several months, and that Iran still holds substantial stocks of missiles and launchers. This suggests less pressure on Iran to do a deal with the US—implying the US must compromise further, or the Strait of Hormuz will be closed longer than markets expect.

On this episode of Viewpoints, Burkhard reflects on the US-China relationship ahead of next week’s summit in Beijing, the Strait of Hormuz closure and its impact to global energy prices, and what this all means for broader global markets and investor sentiment.