With Art Basel Miami underway and many of my UBS colleagues in attendance, it's worth noting that Art as an asset allocation, historically has a near zero correlation with equity markets. #UBS #ArtBasel #InceptionPartners ubs.gv6.co/tJ8U9M

Despite the sell-off yesterday, and also some possible near term selling pressure, we are very bullish on tech-driven AI. Position accordingly, we're buying the dips. #InceptionPartners #UBS #AI ubs.gv6.co/t0KVxP

The big are likely to get bigger. #InceptionPartners #UBS #AI ubs.gv6.co/tSoHEg

We believe AI will remain the key theme driving global tech stocks again this year. #InceptionPartners #UBS #AI ubs.gv6.co/t0faMy

Tech earnings results are likely to be the highlight, but how much is baked into the cake at this point? #InceptionPartners #UBS #Tech #Earnings ubs.gv6.co/t9M219

Tech earnings results are likely to be the highlight, but how much is baked into the cake at this point? #InceptionPartners #UBS #Tech #Earnings ubs.gv6.co/tGZCS-

Small-caps provide the opportunity for alpha, along with some diversification benefits. #InceptionPartners #UBS #alpha ubs.gv6.co/t-ZxCX

The S&P 500 breaks 5k for the first time ever on stronger US profit growth. The Consumer Price Index, which gauges US Inflation, is due out Tuesday morning and will be a key stat for where markets move from here. #InceptionPartners #UBS #CPI ubs.gv6.co/tmuJ9Q

Interesting interview discussing Artificial Intelligence with President and Investment Committee Chairman of Bristol Gate Capital Partners. #InceptionPartners #UBS #AI ubs.gv6.co/tyJH_K

As the CPI ticks ever so slightly higher while the economy hums along, all the while equities continue to deliver strong returns, I'm not so sure the Fed needs to begin lowering rates any time soon. Late Q3 is my prediction. #InceptionPartners #UBS ubs.gv6.co/tgrtQ3

In a break from the non-stop talk of Artificial Intelligence, here's a great read on other tech trends we believe will redefine the future. Enjoy #InceptionPartners #UBS #tech ubs.gv6.co/tPQLHt

Given our view that the technology sector will be one of the fastest adopters of generative AI, we expect more such breakthrough innovations in the next few quarters. #InceptionPartners #UBS #AI ubs.gv6.co/twL3J-

This is the hot topic in our conference room right now.. Our key position is that the 2017 tax cuts will expire after 2025 and investors need to be prepared before this happens. #inceptionpartners #UBS #taxes ubs.gv6.co/t1hzdt

Markets are mostly quiet as we await the Fed decision on rates. In our opinion, a 25 bps rate cut would be most prudent. ubs.gv6.co/tWkxuQ

Whether it's estate planning strategies or trust solutions, we can help your wealth work harder. ubs.gv6.co/t_W3X9

How might Kamala Harris's endorsed tax reforms affect estate planning and income taxes? Gain insights from the UBS Advanced Planning Group into Harris's tax policy goals if elected president. #InceptionPartners #UBS #Taxes ubs.gv6.co/tgBVL8

#UBS #InceptionPartners ubs.gv6.co/t-fpqi

Private equity is a key constituent of alternatives, and we expect it to outperform public equity markets over the course of the business cycle. #InceptionPartners #UBS ubs.gv6.co/tSf6lS

ubs.gv6.co/tLQfHv

Trump's tariffs should have limited impact on AI's growth story. #InceptionPartners #UBS #AI ubs.gv6.co/t_Iak9