Market Moves

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

In the Now

In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else

Conversations

Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere

UBS On-Air: Market Moves

UBS On-Air: Market Moves

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

14 Apr 2026

How should I be positioned? with Jeffrey Sherman (DoubleLine) and Jason Draho (UBS CIO)

Jeffrey Sherman, is the Deputy Chief Investment Officer, and Portfolio Manager at DoubleLine Capital. Jeffrey joined Jason Draho, UBS CIO Head of Asset Allocation Americas, at the 1285 podcast studio to exchange views on a range of topics, including how the current geopolitical landscape is impacting markets, the road ahead for monetary policy and implications to fixed income markets, the macroeconomic environment, along with how artificial intelligence is shaping innovation and the investment landscape. Host: Daniel Cassidy

00:00
33:52

14 Apr 2026

UBS On-Air: Paul Donovan Daily Audio 'The Hormuz run'

Media reports suggest a China-owned tanker is attempting the Strait of Hormuz run (impressive, but can it do the Kessel run in 12 parsecs?). This defies the reported US naval blockade, and will be considered a test of whether US policy has any leverage with Iran. Commodity traders are looking on the bright side of life, interpreting US President Trump’s comments as signaling a willingness to talk.

00:00
02:31

13 Apr 2026

Top of the Morning: CIO Strategy Snapshot - The next chapter

Following this past weekend’s US-Iran peace talks in Pakistan, investors are left with fresh uncertainty as to how the conflict evolves from here. As the US blockade of Iranian ports takes effect today, we discuss how markets are digesting these developments, and what could drive market movement down the line as investors search for a new market narrative. Plus, a look at portfolio positioning guidance from CIO. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

00:00
16:07

13 Apr 2026

UBS On-Air: Paul Donovan Daily Audio 'Optimistic bias versus bad news'

The collapse of Iran-US talks predictably pushed oil prices higher and equities lower. US President Trump declared an “immediate” blockade of Hormuz—the US military clarified “immediate” means from 1400 GMT today, and “blockade” means ships using Iranian ports. If successful, this would stop Iranian oil supply (primarily to China). Markets’ optimistic bias remains; oil prices are nowhere near levels to cut demand circa 15%, and Asian equities reversed only part of the ceasefire rally.

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03:02

10 Apr 2026

Across the Pond: A new normal after the ceasefire?

Events in the Middle East have moved swiftly, shifting markets from fears of escalation to cautious optimism following the announcement of a ceasefire. Yet uncertainty persists: Will the ceasefire hold, or are we entering a period of uneasy coexistence? Chief Economist Paul Donovan joins hosts Christopher Swann and Belinda Peeters to examine the global economic outlook after the end of US-Israeli strikes on Iran. What are the implications for energy prices, central bank policy, and markets - and what strategies can help investors navigate the next stage of developments in the region?

00:00
23:50

UBS On-Air: In the Now

UBS On-Air: In the Now

Client Strategy Office

UBS On-Air: In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else

23 Jan 2026

Washington Weekly Podcast: Davos takeaways, Greenland, Government shutdown

Shane returns to share some reflections on President Trump’s policy remarks at the World Economic Forum in Davos, Switzerland, this week. This includes a look at where the Trump administration’s pursuit of Greenland stands, and what next-steps could look like in terms of negotiations with Denmark and the broader European Union. Plus, a look at where efforts stand on Capitol Hill to avoid a partial shutdown of the U.S. government. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

00:00
11:29

12 Dec 2025

Washington Weekly Podcast: Healthcare, Defense, Congressional stock trading

As we close out the series for 2025, Shane drops by for a Capitol Hill roundup as we cover developments surrounding Congressional votes on healthcare legislation, and the National Defense Authorization Act. Plus, some thoughts on renewed bipartisan efforts to ban Congressional stock trading. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs U.S. Host: Daniel Cassidy

00:00
10:27

02 Dec 2025

Washington Weekly Podcast: Russia-Ukraine, Venezuela, Congressional agenda

Shane drops by for a geopolitics roundup with updates on the latest developments with respect to the Russia-Ukraine War and Venezuela. We also review the priorities of Congress through year-end and into early 2026. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

00:00
10:59

06 Nov 2025

Washington Weekly Podcast: Election Day, IEEPA hearing, Government shutdown

Shane joins to update on a variety of timely topics, including the implications of potential Election Day outcomes, the prospects for an end to the ongoing U.S. government shutdown, along with the Supreme Court’s hearing on the Trump administration’s use of the International Emergency Economic Powers Act (IEEPA). Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

00:00
09:44

15 Oct 2025

Washington Weekly Podcast: Government shutdown update, US-China trade talks

Shane joins mid-week for an update on the US government shutdown, including a look at impacted services, and where negotiations stand to re-open the government. We also touch on recent developments surrounding US-China trade talks. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

00:00
09:52

UBS On-Air: Conversations

UBS On-Air: Conversations

Client Strategy Office

UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere

11 Mar 2026

Sustainable Investing Perspectives: Renewable energy & Infrastructure trends

A roundtable discussion on growing global demand and application trends in renewable energy and infrastructure, along with a look at technological innovations and investment considerations associated with these themes. Tiffany Agard, from the UBS CIO Investment Management Sustainable & Impact Investing team, is joined by Jay Dobson, UBS CIO Energy & Utilities Equity Strategist, and Chris Leslie, Senior Managing Director, Green Investments, at Macquarie Asset Management.

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31:33

03 Feb 2026

Sustainable Investing Perspectives: Shifts shaping portfolios in 2026

Sustainable investing is entering a new era, one where outcomes, resilience, and real-world impact sit at the center of portfolio construction. From equities to fixed income to alternatives, 2026 brings both structural challenges and compelling opportunities. Tiffany Agard and Andrew Lee, from the CIO Sustainable & Impact Investing team, share how investors can navigate these themes, where fundamentals are strengthening, and what it means to build portfolios equipped for the world we’re heading into.

00:00
18:11

23 Jan 2026

Top of the Morning: Women and health - Challenges and opportunities

The UBS Women and health reports examines the gender health gap - what it is, and how it affects women’s lives and financial wellbeing. We discuss these topics and highlight the rapid growth over the last few years in awareness around women’s health and in the startup scene of companies try¬ing to provide solutions. Featured is Marianna Mamou, Head of Advice Beyond Investing, UBS Chief Investment Office. Host: Daniel Cassidy

00:00
11:57

21 Jan 2026

Top of the Morning: 2026 Roth catch-up explained

Our conversation spotlights an important retirement savings change taking effect in 2026 as part of the SECURE 2.0 Act. For certain high wage earners, catch-up contributions will be required to be made on a Roth basis, which means they’ll be taxed at the time of contribution rather than at withdrawal. Tune in to learn about what’s changing, why this matters, and what to do about it. Featured are Ainsley Carbone, Retirement Strategist, and Justin Waring, Head UBS Wealth Way Strategy & Solutions. Host: Daniel Cassidy

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13:53

11 Dec 2025

Family Office Solutions Podcast: AI and Family Offices - building the intelligence layer

In this episode of the Family Office Solutions Podcast, host Mark Tepsich, a family office design and governance strategist, speaks with Rishi Bali, founder and CEO of OPCO.AI. The discussion focuses on how family offices can modernize their operating core without replacing existing systems. Rishi explains how an intelligence layer can unify fragmented platforms, operationalize investment policy statements (IPS) in real time, and reduce key-person risk. He also shares his background and the journey that led to creating OPCO.AI, offering insights into innovation and strategic partnerships for family offices navigating complexity.

00:00
35:38

UBS On-Air: LatAm access Spanish

UBS LatAm Access en español

Client Strategy Office

LatAm Access le brinda las perspectivas y visiones de expertos, con un enfoque en los mercados de Latinoamérica y las tendencias globales.

14 Apr 2026

Shock petrolero: ¿qué deja la guerra con Irán en LatAm?

El conflicto entre Irán y Estados Unidos está generando un shock energético con consecuencias heterogéneas en Latinoamérica. En este episodio de UBS LatAm Access, Alejo Czerwonko y Alberto Rojas mapean los diferentes efectos en la región.

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18:05

08 Apr 2026

Mercados en Breve: Así cierran los emergentes el primer trimestre

En este episodio de Mercados en Breve, analizamos cómo cierran los mercados emergentes el Q1: bonos más resilientes de lo esperado, bolsas volátiles y monedas bajo presión. Un balance con señales clave para los inversionistas.

00:00
05:55

25 Mar 2026

Brecha en salud: ¿oportunidad de inversión desperdiciada?

En este episodio de LatAm Access, Gabriela Soní y Laura Assis analizan la brecha en salud de las mujeres, su impacto económico global y las oportunidades de inversión que el mercado aún no está capturando.

00:00
09:23

18 Mar 2026

Mercados en Breve: ¿cómo reaccionar ante un shock geopolítico?

En este episodio de Mercados en Breve, exploramos cómo los conflictos geopolíticos influyen en los mercados y qué pueden esperar los inversionistas en estos escenarios.

00:00
03:37

12 Mar 2026

Inversión estratégica: ¿dónde posicionarse para el crecimiento de mañana?

En este episodio de UBS LatAm Access, Alejo Czerwonko y Alberto Rojas exploran los TRIOs: inteligencia artificial, energía y longevidad, tres fuerzas que están reconfigurando la economía y las oportunidades de inversión.

00:00
15:05

UBS On-Air: LatAm access Portuguese

UBS LatAm Access em português

Client Strategy Office

LatAm Access traz importantes insights de renomados especialistas nos mercados da América Latina e tendências globais.

13 Apr 2026

Energia e geopolítica no centro do cenário internacional

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, estrategista de investimentos do UBS GWM, analisam os impactos dos riscos geopolíticos e da alta do petróleo no cenário local, internacional e na alocação do UBS.

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32:06

13 Apr 2026

ElectionWatch Brazil 2026 | O Termômetro do Brasil: Energia, Mercados e Eleições

Neste episódio, Débora Nogueira, Senior Economist no UBS GWM, e Victoria Roquetti, Research and Analysis Associate no UBS GWM, discutem o recente choque de energia que afetou os mercados locais, seus impactos no ciclo eleitoral brasileiro de 2026 e novas pesquisas regionais.

00:00
31:38

17 Mar 2026

Conflito no Irã: o que está em jogo para os mercados

Neste episódio, Luciano Telo, CIO para o Brasil no UBS Global Wealth Management, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM, falaram sobre a guerra no Irã, as consequências para o mercado, e o que esperar dos próximos movimentos do conflito.

00:00
29:10

17 Mar 2026

ElectionWatch 2026: O Caminho até 2026: Eleições, Economia e Mercado

Como parte do ElectionWatch 2026, iniciamos a cobertura das eleições brasileiras com Solange Srour, Head of Macroeconomics no UBS Global Wealth Management, e Débora Nogueira, Senior Economist do UBS Global Wealth Management, que analisam os principais desafios do próximo governo, o cenário fiscal e a corrida eleitoral.

00:00
32:37

27 Feb 2026

O que esperar dos mercados em 2026? Visão Global e Brasil

Neste episódio, Luciano Telo, CIO para o Brasil no UBS Global Wealth Management, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM, apresentam suas perspectivas para 2026, com foco no mercado acionário global, na reponderação entre Estados Unidos e outros mercados e nas mudanças estruturais dentro do setor de tecnologia. O episódio também traz uma análise do cenário brasileiro, destacando as preferências entre classes de ativos, com ênfase em ações e renda fixa.

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35:41

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