UBS On-Air: Market Moves

On the first episode of Viewpoints for 2025, Burkhard shares some boots-on-the-ground perspective from the annual World Economic Forum in Davos, Switzerland. We also spend some discussing the implications of Trump 2.0 to European economies and markets.

Amantia rejoins the conversation in-studio to share some thoughts around the implications of recently signed executive orders by President Trump as it relates to both climate and energy. We also touch on implications for companies, along with takeaways and recommendations for investors when it comes to sustainable investing. Featured is Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team. Host: Daniel Cassidy

UK government borrowing rose in December. Higher interest payments on inflation-linked debt were a significant part of this. Inflation-linked debt is currently tied to the retail price measure (this will change at the end of the decade. Higher energy prices—themselves a function of government policy—can raise interest payments via inflation.

As President Trump’s second term is now underway, Jason performs a “fit check” assessment of the US economy and markets. Tune in for the takeaways, along with CIO’s positioning views and investment outlook. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy