ECONOMIC OUTLOOK 2025
Insights at the midpoint
Despite only halfway through the year, markets and business owners have been whipsawed by tariff announcements, sweeping policy changes, and increasing geopolitical uncertainty. Join Paul Hsiao, author of the “CEO Macro Breifing Book” From UBS Chief Investment Office and Nathalie Tremblay to discuss the second half outlook on markets, rates, and policy.
Midyear 2025 Economic Update. As we reach the midpoint of 2025, both market and business leaders find themselves navigating a landscape buffeted by tariff shifts, extensive policy overhauls, and a climate of mounting geopolitical uncertainty.
One-Hour Virtual Event–Talk About A Power Lunch! Join us at noon on July 24th to hear experts Paul Hsiao, author of the “CEO Macro Briefing Book” from the UBS Chief Investment Office, alongside Nathalie Tremblay, First Vice President in the Private Wealth Management Division at UBS, explore the market, rate, and policy outlook for the second half of the year. Their conversation will also dive into the three L’s: Liquidity, Longevity, and Legacy—insights you won’t want to miss as we chart the remainder of 2025.
What surprises and opportunities might the coming months hold? Join us on the 24th for expert insights!
Nathalie Tremblay is a First Vice President in the Private Wealth Management Division at UBS with 29 years of experience in Global Private Banking, Wealth Management and Multi-Family Office Services in the US and overseas. Today, Nathalie works with successful entrepreneurs and business owners, bringing extensive experience and skills to help maximize the value of their businesses at all stages of growth.
Paul Hsiao is an Asset Allocation Strategist as part of UBS’ Chief Investment Office (CIO) reporting to Jason Draho.
Previously, Paul was a Director in the Product for Credit Suisse Asset Management where he conducted market strategy and wrote thought leadership. Prior to that, he was an economist for the Boston Consulting Group (BCG) where he provided tactical and thematic macroeconomic research for clients, consulting staff, and internal strategy managers. His work has been published in Fortune Magazine, Harvard Business Review, CNBC, AsianInvestor, The Hong Kong Economic Times and other major outlets.
Paul graduated from Columbia University in the School of New York with a degree in Economics and a minor in Psychology. He also studied at The Johns Hopkins University and the London School of Economics and holds a Series 7, and 63 license.
