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

03 Jul 2026

UBS On-Air: Paul Donovan Daily Audio 'Trust the trends'

The US employment report was a convenient reminder not to put too much emphasis onto a single unreliable data release. There were notable revisions, and the details showed swings in seasonal adjustments moving the figures in a rather maladjusted manner. The trends are still the same. In an uncertain policy environment, companies seem reluctant to hire, but are also not rushing to fire. The labor market situation does not make rate cuts urgent, but this plus the use of savings to pay for tariffs and gasoline prices does add some fragility to the US consumer.

00:00
02:17

02 Jul 2026

Washington Weekly Podcast: SCOTUS rulings, Legislative focuses, USA 250

On this week’s edition, Shane highlights how the United States of America has been celebrating its 250th birthday. We also review some of this week’s final opinions issued by the Supreme Court, along with take inventory of legislative items Congress is working to address ahead of the quickly approaching summer recess. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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14:50

02 Jul 2026

Top of the Morning: June Jobs Report & macro update

A review of the latest employment data and what it reveals about the health of the US labor market. Plus, a review and preview of other notable macro data points of interest. Featured is Andrew Dubinsky, Senior US Economist, UBS Chief Investment Office. Host: Daniel Cassidy

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08:14

02 Jul 2026

UBS On-Air: Paul Donovan Daily Audio 'Policy and data problems'

With the US not working tomorrow, we get June labor market data today. The level of inaccuracy in the data means the monthly changes should not be taken too seriously. The trends are still the same—not too much hiring, not too much firing. The general level of policy uncertainty over the past 18 months encouraged paralysis of corporate decision-making.

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03:32

01 Jul 2026

House Call: Talking Equity Markets with UBS Asset Management

Join Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios and Head of the Private Client US Equity Team with UBS Asset Management, as he shares a performance update for US equities. Host: Dominic Schagar, Senior Equity Investment Specialist. Recorded on 18.06.26

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18:24

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

03 Jul 2026

House View Daily | Consider broad commodity exposure in portfolios

Despite the recent decline in commodity prices, we believe fundamentals should provide support in the coming months. We also believe broad commodity exposure offers diversification, inflation hedging, and downside protection in a portfolio context.

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09:32

02 Jul 2026

House View Daily | Warsh’s focus on price stability does not point to rate hikes

Markets are looking to June’s payrolls today for clues on the Fed’s interest rate path after Chair Kevin Warsh offered little indication. We maintain the view that current market conviction around Fed rate hikes is too aggressive and see an opportunity to add to short- and medium-maturity quality bonds.

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09:19

01 Jul 2026

House View Daily | Stock outlook remains positive after a strong 2Q

Global equities delivered a strong performance in the second quarter, and we think the momentum can continue in the coming months. The next phase of the rally should, in our view, see a broadening of market leadership.

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08:12

30 Jun 2026

House View Daily | Why the rotation into health care may have room to run

Investors have shifted some capital back into health care amid tech sector volatility, seeking both stability and growth. Recent policy changes around GLP-1s and breakthrough therapies are fueling new optimism for the sector’s outlook in the coming months.

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08:14

29 Jun 2026

House View Daily | Monitoring AI risks amid volatility

We continue to like the semiconductor complex of the AI story, but recent market volatility has pointed to certain risks worth monitoring. The key for investors remains diversification, both within and beyond AI.

00:00
08:33

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

25 Jun 2026

Planning Podcast Series: Planning for the LGBTQ Family

In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, discuss what makes planning for the LGBTQ community unique. Host: Daniel Cassidy

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18:33

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

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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.

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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.

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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

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.

01 Jul 2026

Mercados en Breve: ¿se consolida el giro pro-mercado en Latam?

Perú y Colombia fueron a las urnas y ambos eligieron gobiernos pro-mercado con márgenes estrechos. En este episodio de Mercados en Breve, Alejo Czerwonko analiza qué significan estos resultados para la región y qué señales están leyendo los mercados.

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05:56

24 Jun 2026

Asia: perspectivas del epicentro tecnológico y geopolítico

Asia es hoy el epicentro de dos revoluciones simultáneas: la tecnológica y la geopolítica. En este episodio de UBS LatAm Access, Gabriela Soní y Alejo Czerwonko comparten las reflexiones de su visita a Hong Kong y Shenzhen, y qué implica para una cartera latinoamericana.

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12:37

17 Jun 2026

Mercados en Breve: ¿por qué bajan la nota a México?

Las agencias calificadoras encendieron luces amarillas sobre México, pero el mensaje no es de crisis. En este episodio de Mercados en Breve, Gabriela Soní explica qué están viendo realmente las calificadoras y cuál es el principal reto del país.

00:00
06:18

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

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.

29 Jun 2026

ElectionWatch Brazil 2026 | Cenário macro e eleições: juros altos e sinais de estabilidade

Neste episódio, Débora Nogueira, Senior Economist no UBS GWM, e Victoria Roquetti, Research and Analysis Associate no UBS GWM, atualizam o cenário macro com foco na vulnerabilidade externa do Brasil, dinâmica de juros, inflação e endividamento das famílias. Também analisam as pesquisas eleitorais recentes, comparando a evolução atual com 2022.

00:00
35:21

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.

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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.

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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.

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35:32

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