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

21 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 15.07.26

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20:37

21 Jul 2026

UBS On-Air: Paul Donovan Daily Audio 'Sound and fury'

US President Trump threatened to impose a 50% tariff on US importers of products from Canada, without exempting products covered by the latest iteration of the NAFTA trade deal. If implemented, the tax would probably push up US consumer prices quite quickly. However, markets offered a muted response—the Canadian dollar and US inflation-linked bonds remaining relatively calm. Investors seem inclined to discount or dismiss such threats.

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02:43

20 Jul 2026

Top of the Morning: The AI Economy - A roadmap

As investors now operate within the AI economy, Jason Draho, Head of Asset Allocation Americas and Paul Hsiao, Senior Asset Allocation Strategist Americas, from the UBS Chief Investment Office, join to share a framework on how to navigate it. We also discuss how to assess the economic impacts of AI, along with a look at portfolio construction through an AI lens. Host: Daniel Cassidy

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15:10

20 Jul 2026

Signal over Noise: Why the semiconductor pullback does not mean an AI glut

Semiconductors have seen a drop over the past month, raising the question of whether markets are starting to price in a real AI glut or simply reassessing a powerful rally. This episode explores why AI demand may prove more resilient than the recent sell-off suggests, where the real constraints are emerging across the infrastructure stack, and what that could mean for semiconductor stocks from here.

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06:08

20 Jul 2026

UBS On-Air: Paul Donovan Daily Audio 'More violence, same response'

Violence has reignited in the Gulf, with Iran firing ballistic missiles at US military bases. Crude oil futures responded; Brent rose to over USD 90 per barrel. Of more political focus, Saturday’s US gasoline prices averaged almost USD 4 per US gallon. The geopolitical focus is whether the Red Sea route (taking about 7% of global oil supply) is attacked by Iranian allies.

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02:49

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

20 Jul 2026

House View Daily | Stocks have room to move up despite risks

Hostilities in the Middle East are weighing on investor sentiment already weakened by the sell-off in chipmakers over the past week. But we maintain the view that equities have room to move up, supported by robust earnings strength.

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07:56

17 Jul 2026

House View Daily | Broad global earnings strength should support equities

Global stocks came under pressure this week amid a selloff in chipmakers and escalating tensions in the Middle East. We think strong earnings growth should continue to support global markets, and investors should seek diversified exposure to participate in market upside.

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16 Jul 2026

House View Daily | Understanding semis volatility

South Korea's equity benchmark has fallen more than 25% since its all-time high in June amid regulatory concerns and investor worries over the durability of the broader semiconductors rally. We retain a constructive view on the industry, but think selectivity is key. Investors should also ensure diversified exposure to AI.

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15 Jul 2026

House View Daily | Strong earnings should drive US equities higher

We expect second-quarter earnings to deliver another strong set of results, with all sectors likely to report an increase in profits. Our forecast of 28% earnings growth for the S&P 500 is supported by strong AI investment, improving cyclical activity, and solid consumer spending.

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14 Jul 2026

House View Daily | Inflation data and Warsh in focus as yields rise

Markets are on edge as renewed US-Iran tensions pushed oil prices and Treasury yields higher. Investors will now look to June CPI data and Fed Chair Kevin Warsh’s congressional testimony for clues on the path of US interest rates. We expect inflation pressures to ease in the coming months, which should ultimately lead to lower bond yields.

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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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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.

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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03:10

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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14:38

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.

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06:18

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.

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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.

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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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