UBS On-Air: Market Moves

As 2025 quickly approaches, Rich rejoins Jason for a year-ahead discussion, spanning the macroeconomic environment, to markets, to the landscape across Washington DC. We also spend time reviewing investment themes in-focus, along with allocation preferences across asset classes. Featured are Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office, and Richard Bernstein, Founder, Chief Executive Officer and Chief Investment Officer of Richard Bernstein Advisors (RBA). Host: Daniel Cassidy

Government by social media—US President-elect Trump pledged to hit US consumers with aggressive consumption tax hikes immediately on taking office. A 25% tax for consumers of Mexican and Canadian goods and an additional 10% tax on consumers of goods from China is proposed.

As we commence a shortened holiday trading week, Jason reflects on Friday’s announcement of global macro hedge fund investor Scott Bessent being nominated as Treasury Secretary. Jason weighs the prospects for Senate confirmation, along with likely policy approach. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Shiavon Chatman

Our series of year ahead conversations continue as Mike Gourd stops by the studio to outline the key messages and investment themes from the UBS Chief Investment Office that investors should be mindful of for 2025 (and beyond). Mike also introduces and explains the new Transformational Innovation Opportunities framework as a guide for investing. Featured is Mike Gourd, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

On this episode of Viewpoints, Burkhard shares expectations for the year ahead, across global regions. We also spend time reflecting on this year’s “roaring twenties” scenario - notably its’ impact to global growth and markets, along with its’ anticipated presence throughout this decade.