UBS On-Air: Market Moves

UBS On-Air: Market Moves

Podkast av 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

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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. juli 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. juni 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. juni 2025 - 31 min
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