UBS On-Air: Market Moves

UBS On-Air: Market Moves

Podcast af Client Strategy Office

UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

Begrænset tilbud

3 måneder kun 9,00 kr.

Derefter 99,00 kr. / månedIngen binding.

Kom i gang

Alle episoder

169 episoder
episode 90 degrees of deals artwork
90 degrees of deals

The US administration seems to be retreating from the idea of “90 trade deals in 90 days”. With less than a week to go, they have a half-hearted agreement with the UK and a de-escalation with China, and little else. The idea is that interim agreements will be sought, retaining the 10% tax on US consumers of foreign products. Uncertainty about future product-specific taxes appears to be making it more difficult to do deals.

01. jul. 2025 - 2 min
episode Top of the Morning: CIO Strategy Snapshot - Mid-year checkup artwork
Top of the Morning: CIO Strategy Snapshot - Mid-year checkup

As we officially move into the second-half of 2025, Jason assesses the factors that have driven recent market performance and investor sentiment, along with outlines CIO’s near-to-medium term market outlook. Plus, a review the portfolio positioning recommendations per the July UBS House View. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

I går - 19 min
episode UBS On-Air: Paul Donovan Daily Audio 'Budget battles' artwork
UBS On-Air: Paul Donovan Daily Audio 'Budget battles'

Over the past few days, Canada and the US stopped talking about trade, and started talking about trade again. Unusually, this was not a unilateral retreat by the US—Canada surrendered its digital services tax. Markets, quite rightly, are ignoring all of this. US President Trump cut taxes on US consumers of UK cars—from today the tax goes to 10%.

I går - 2 min
episode House Call: Talking Equity Markets with UBS Asset Management artwork
House Call: Talking Equity Markets with UBS Asset Management

Join Jeff Hans, Portfolio Manager with UBS Asset Management, as he shares a performance update for US equities. We also cover an outlook for growth v. value, the ongoing impact of artificial intelligence to US technology stocks, along with takeaways from recent investor conferences. Recorded on 25.06.18

29. jun. 2025 - 21 min
episode CIO Fixed Income Roundtable Series: Mid-year performance update artwork
CIO Fixed Income Roundtable Series: Mid-year performance update

Hear from members of the UBS Chief Investment Office fixed income team as they provide a performance and positioning update across fixed income sub-sectors. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, Sudip Mukherjee, Senior Municipal Strategist Americas, along with Senior Fixed Income Strategists’ Barry McAlinden and Frank Sileo, from the UBS Chief Investment Office.

27. jun. 2025 - 31 min
En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
Rigtig god tjeneste med gode eksklusive podcasts og derudover et kæmpe udvalg af podcasts og lydbøger. Kan varmt anbefales, om ikke andet så udelukkende pga Dårligdommerne, Klovn podcast, Hakkedrengene og Han duo 😁 👍
Podimo er blevet uundværlig! Til lange bilture, hverdagen, rengøringen og i det hele taget, når man trænger til lidt adspredelse.

Begrænset tilbud

3 måneder kun 9,00 kr.

Derefter 99,00 kr. / månedIngen binding.

Eksklusive podcasts

Uden reklamer

Gratis podcasts

Lydbøger

20 timer / måned

Kom i gang

Kun på Podimo

Populære lydbøger