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

11 Aug 2026

UBS On-Air: Paul Donovan Daily Audio 'Oil bubbles up again'

The crude oil price is creeping toward USD 90 per barrel. US President Trump responded to Iran’s demands for reparations by demanding Iran pay reparations—this is not the sort of concession the US will be required to make to reopen the Strait of Hormuz. It is too soon for the recent rise in crude oil to show up in US retail gasoline prices, so domestic political pressures have probably not yet peaked.

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10 Aug 2026

Top of the Morning: CIO Strategy Snapshot - Market drivers

There are no signs of a summer slowdown for equity, bond, and forex markets as factors such as corporate earnings, economic data, AI developments, and policy news continue to drive notable market movement. Jason drops by to assess these market drivers, what it all means for the investment outlook, and shares CIO’s current investment recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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10 Aug 2026

Fixed Income Conversation Corner with Phoebe White (UBS Group Research) and Leslie Falconio (UBS CIO)

A wide-ranging conversation on the current rate environment, the road ahead for monetary policy, and the landscape for broader fixed income investing. Featured are Phoebe White, Head of US Rates Strategy at UBS Group Research, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office.

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10 Aug 2026

UBS On-Air: Paul Donovan Daily Audio 'Another (downward) inflation surprise'

China’s July consumer and producer price inflation were lower than expected. China’s domestic prices have a weak relationship with export prices, and China's export prices have a weak relationship with global inflation. The price declines were attributed to energy and tourism services. However, this is another economy where inflation has been lower than consensus. Possibly the consensus is being distorted by the unusual experiences of 2022.

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Signal over Noise

10 Aug 2026

Signal over Noise: AI's impact on the economy, Fed policy, and portfolio allocation

The scale of the AI buildout is extending its effects beyond the technology sector and equity markets to the broader economy. This episode explores what the investment surge could mean for productivity, growth, inflation, and interest rates, and how investors can balance exposure to AI beneficiaries with assets resilient to its broader macroeconomic effects.

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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

11 Aug 2026

House View Daily | Robust demand remains key to AI trade despite financing concerns

NVIDIA’s financing push has raised fresh questions about circularity in the AI trade, but strong cloud demand and rising advance orders continue to support our constructive view. We continue to recommend diversified exposure.

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10 Aug 2026

House View | Jumpstart

Welcome to CIO Jumpstart, your guide to the main market events coming up in the week ahead

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07 Aug 2026

House View Daily | Fed inflation concerns put US data in focus

Renewed uncertainty over the reopening of the Strait of Hormuz has pushed oil prices and bond yields higher, reviving concerns that the Federal Reserve may need to tighten policy. Policymakers have made clear that they are willing to raise rates if inflation remains too high. But we believe moderate labor-market slowing and further underlying disinflation will allow the Fed to remain on hold this year.

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06 Aug 2026

House View Daily | Gold’s rally has support

Gold has risen to its highest level in seven weeks, and we think the medium- to longer-term case for holding the metal remains supported by lower real rates, a softer dollar, and central bank buying. We continue to see a role for gold in diversified portfolios.

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05 Aug 2026

House View Daily | Strong earnings and easing geopolitical risks lift S&P 500 to record high

Recovering sentiment toward the AI trade, strong earnings results, and signs of diplomatic progress in the US-Iran conflict pushed equities higher on Tuesday. Continued AI investment, broadening earnings growth, and a patient Fed support our constructive view on equities.

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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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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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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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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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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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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.

Ep.14 2026 Cover

22 Jul 2026

Midterm en EEUU: ¿qué tanto importan para los mercados?

En noviembre, Estados Unidos renueva su Congreso con mayorías más estrechas que nunca. En este episodio de UBS LatAm Access, Alberto Rojas y Alejo Czerwonko analizan los escenarios posibles, su impacto real en los mercados globales y qué significa para América Latina.

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Cover Mercados en Breve

15 Jul 2026

Mercados en Breve: ¿Hong Kong superó a Suiza?

Por primera vez en la historia, Hong Kong superó a Suiza como la plaza número uno de manejo de patrimonios offshore en el mundo. En este episodio de Mercados en Breve, Alejo Czerwonko analiza qué cambió, qué se mantuvo y qué se puede concluir del reporte anual de riqueza global de BCG.

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08 Jul 2026

¿627 mil millones confirman un cambio profundo en inversión?

El Global Family Office Report 2026 de UBS encuestó 307 familias con un patrimonio total de 627 mil millones de dólares. En este episodio de UBS LatAm Access, Alejo Czerwonko y Maximilian Kunkel (responsable de Global Family Offices en UBS) analizan cómo los grandes patrimonios navegan la IA, la geopolítica y la disminución de la influencia del dólar.

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Cover Mercados en Breve

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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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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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.

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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.

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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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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.

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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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17 Mar 2026

ElectionWatch Brazil 2026 | Eleições no Brasil e o caminho até 2026 para a economia e mercados

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.

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