Ulrika Hoffman-Vacardi, Global Head of Equities at UBS CIO, and Paul Donovan, Global Chief Economist at UBS, dive into the intricacies of today's market. They discuss the evolving landscape of AI advancements and how they present new investment opportunities. The duo explores recent U.S. tariff policies and their unpredictable economic impacts, highlighting their role as a sales tax on consumers. Additionally, they analyze European equities in light of geopolitical shifts, focusing on low valuations and infrastructure investments.