Market Moves

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

House View

House View brings you regular content covering our multi-asset views on economic trends and financial markets from the UBS Chief Investment Office.

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

18 Jun 2026

Top of the Morning: June FOMC meeting recap & macro update

Following this week’s FOMC meeting - the first led by new Chairman, Kevin Warsh - Andrew drops by to share an assessment of the statement and press conference, along with an outlook for monetary policy. Plus, a health check on the US economy as we look towards the second half of 2026. Featured is Andrew Dubinsky, Senior US Economist, UBS Chief Investment Office. Host: Daniel Cassidy

00:00
10:26

18 Jun 2026

UBS On-Air: Paul Donovan Daily Audio 'Say more'

The Federal Reserve meeting produced a hawkish impression, with a strong focus on fighting inflation. That may put Fed Chair Warsh at odds with US President Trump, as the Fed’s own research suggested US tariffs have added to inflation. Near-term policy changes seem unlikely, given the number of proposed committees Warsh is establishing.

00:00
03:07

17 Jun 2026

Talking Markets Podcast (Secondaries market) with Nate Walton, Ares Management

Nate Walton is a Partner and serves as the Head of Private Equity Secondaries for Ares Management. Nate drops by the UBS podcast studio in New York for a comprehensive discussion around the secondaries market - including the market evolution, supply-demand dynamics, return drivers, manager selection considerations, and more. Host: Daniel Cassidy

00:00
25:37

17 Jun 2026

UBS On-Air: Paul Donovan Daily Audio 'Fed fun'

The Federal Reserve is expected to leave rates unchanged today. The Bank of Japan started with an accommodative stance, and has moved toward neutral. The European Central Bank started with a neutral stance, and unnecessarily moved toward a restrictive policy. The Fed started the year with a mildly restrictive policy, and there is no necessity for change.

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02:45

16 Jun 2026

Top of the Morning: Muni Market Guide - Leading the pack

We discuss the factors behind YTD muni performance relative to other fixed income sectors, against a backdrop of geopolitical uncertainty, rate volatility, and elevated supply. Plus, a look at opportunities within prepaid gas bonds. Featured are Sudip Mukherjee and Barry McAlinden, Senior Fixed Income Strategists Americas, UBS Chief Investment Office. Host: Daniel Cassidy

00:00
17:50

UBS On-Air: House View

UBS On-Air: House View

Chief Investment Office

House View brings you daily, weekly, and monthly content covering our multi-asset views on economic trends and financial markets from the UBS Chief Investment Office

18 Jun 2026

House View Daily | Warsh era starts on a hawkish note

The FOMC held the policy rate unchanged at 3.5-3.75%, but the combination of higher inflation projections, a hawkish distribution of rate forecasts, and the removal of forward guidance points to a restrictive-for-longer policy stance.

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17 Jun 2026

House View Daily | Markets on Warsh watch

The Federal Reserve is expected to keep rates steady today, but markets will be watching Kevin Warsh's debut press conference as chair and his outlook on inflation and rates. We maintain the view that the Fed should resume easing next year, benefiting short- and medium-duration quality bonds.

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00:00

16 Jun 2026

House View Daily | What tighter US frontier model rules could mean for the AI trade

An unexpected US intervention shows how quickly AI policy can shift from theory to tangible risk. With this year’s equity rally directly linked to AI demand expectations, we examine how a tighter US regulatory approach could impact AI spending, talent, and model leadership.

00:00
00:00

15 Jun 2026

House View Daily | US-Iran deal raises market optimism

The US and Iran have reached an agreement to reopen the Strait of Hormuz, with official signing scheduled later this week. Volatility may persist in the near term as markets assess the implementation and durability of the deal, but we maintain our view that resilient growth and robust earnings should continue to drive stocks higher. We continue to recommend investors hold a diversified portfolio across asset classes, sectors, and geographies.

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12 Jun 2026

House View Daily | Volatility in AI and tech do not derail the investment thesis

Market swings may persist as geopolitics, rates, and funding questions collide, but the underlying buildout driving AI-linked equities remains intact, in our view. Investors should stay invested in the AI opportunity, while rotating exposure toward areas with clearer demand visibility and stronger earnings support.

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00:00

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

22 May 2026

2026 Planning Guide podcast

Jacqueline Denton and Matt Fecteau from the UBS Advanced Planning Group join UBS Conversations to discuss the 2026 Planning Guide, new charitable income tax deduction rules, and qualified small business stock. Host: Daniel Cassidy

00:00
10:08

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.

00:00
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

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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

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.

10 Jun 2026

Mercados emergentes: ¿por qué Latam rompe el patrón?

En un entorno de tasas altas y dólar fuerte, los mercados emergentes deberían sufrir. Pero América Latina está rompiendo el patrón histórico. En este episodio de UBS LatAm Access, Gabriela Soní (CIO, UBS México) y Alberto Rojas (CIO EM, UBS) analizan por qué la región lidera la deuda emergente y qué significa para los inversionistas.

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15:58

03 Jun 2026

Mercados en Breve: ¿qué va a pasar con Venezuela y Cuba?

Venezuela en transición, Cuba en crisis. En este episodio de Mercados en Breve, Alejo Czerwonko (CIO de Mercados Emergentes, UBS) conversa con John Feeley (diplomático estadounidense) sobre el panorama político de ambos países.

00:00
07:54

27 May 2026

Crisis petrolera global: ¿puede ser el momento de Latam?

La crisis energética global está generando escasez en Asia y precios más altos. En este episodio de UBS LatAm Access, Alejo Czerwonko y Orlando Cabrales, presidente de Frontera Energy, analizan las oportunidades que esta crisis abre para América Latina.

00:00
14:03

20 May 2026

Mercados en Breve: ¿puede el arte considerarse un “refugio” relativo para su cartera?

En este episodio de Mercados en Breve, Alejo Czerwonko conversa con los coleccionistas Benedicta Badía y Antonio Murzi sobre el arte como pasión, refugio de valor y activo de inversión

00:00
07:05

14 May 2026

Marta Lucía Ramírez: ¿cuál debe ser la apuesta de Latam?

América Latina vuelve a estar en el radar global en medio de la reconfiguración geopolítica y las cadenas de suministro. En este episodio de UBS LatAm Access, Alejo Czerwonko conversa con Marta Lucía Ramírez, ex-vicepresidenta de Colombia, sobre el momento que enfrenta la región y su capacidad para aprovechar esta nueva ventana de oportunidad.

00:00
12:07

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.

10 Jun 2026

O que esperar dos mercados no segundo semestre

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM, debatem os principais direcionadores dos mercados para o segundo semestre, como inflação global e eleições, além de compartilhar suas recomendações de carteira.

00:00
42:04

10 Jun 2026

ElectionWatch Brazil 2026 | Eleições e Ajuste Fiscal: desafios e perspectivas para o Brasil

Neste episódio, Solange Srour, Head of Brazil Macroeconomics no UBS GWM, e Débora Nogueira, Senior Economist no UBS GWM, recebem o Prof. Vladimir Teles, professor na FGV EESP, para discutir os desafios do ajuste fiscal, os impactos das reformas recentes e as perspectivas econômicas para o próximo governo.

00:00
40:15

12 May 2026

Mercados globais e Brasil: o que explica o desempenho recente?

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM discutem o desempenho recente dos mercados de renda variável no Brasil e no exterior, destacando como Estados Unidos, com forte contribuição do setor de tecnologia, e Brasil, impulsionado por petróleo e commodities, vêm apresentando resultados consistentes apesar de composições setoriais distintas.

00:00
42:04

08 May 2026

ElectionWatch Brazil 2026 | Eleições no Brasil e a agenda internacional: economia global e perspectivas

Neste episódio, Solange Srour, Head of Brazil Macroeconomics no UBS GWM, e Débora Nogueira, Senior Economist no UBS GWM, analisam os principais insights das reuniões do FMI e do Banco Mundial, abordando o impacto da geopolítica e dos conflitos globais na economia internacional e seus reflexos no Brasil, com foco em inflação, endividamento das famílias e o cenário político-eleitoral recente.

00:00
35:32

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.

00:00
32:06

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