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UBS On-Air podcasts

Tune in to our podcasts for conversations with analysts, influencers and market experts

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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 Sep 2026

Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook

Join David Lefkowitz, Head of Equities Americas, each month for a look at the factors that are driving performance across US equities. We also cover risk considerations, thematic focuses, and positioning recommendations from the UBS Chief Investment Office (as outlined within the latest UBS House View). This month, David reflects on the September FOMC meeting outcome and implications of higher rates to US equity markets, shares thoughts around AI adoption and progression amidst recent AI safety concerns, how to think about the US midterm elections as an equity investor, and more. Host: Daniel Cassidy

00:00
18:30

18 Sep 2026

UBS On-Air: Paul Donovan Daily Audio 'Policy peculiarities, and a productivity “miracle”'

The Bank of Japan raised rates, as expected. The decision was not unanimous, causing a modest market reaction. The yen has weakened—yelling “house” like a grandmother in a bingo parlor does not offset fundamental market pricing. August inflation was a little lower than expected (helped by government influenced prices). The BoJ wants neutral interest rates, and another rate increase may follow.

00:00
05:49

17 Sep 2026

Top of the Morning: FOMC reflections & US economy health-check

Following this week’s highly anticipated FOMC meeting, Andrew Dubinsky, US Economist from the UBS Chief Investment Office, drops by the studio to share takeaways and reflections on the meeting outcome, along with the implications of the rate hike to US economy activity. We also discuss the current inflationary environment, labor market and how the markets have digested the rate hike. Host: Daniel Cassidy

00:00
11:03

17 Sep 2026

UBS On-Air: Paul Donovan Daily Audio 'The lesser of two evils'

Yesterday’s unanimous vote in favor of a US interest rate increase could be interpreted as defiance against political interference. Having raised once, the Federal Reserve is likely to raise again—to prove this rate increase was intentional and not a mistake (even if it was a mistake). The rate increase has no near-term impact on inflation or economic growth.

00:00
05:28

16 Sep 2026

Top of the Morning: Fixed Income Strategist - Supply shifts

A look into the interplay and market dynamics of large government debt issuance and AI-related debt fundraising, factors that have been contributing to rising long-end yields, along with positioning preferences within the asset class. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, and John Murtagh, Fixed Income Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

00:00
16:01

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 Sep 2026

House View Daily | The case for investing amid rising rates

While elevated oil prices and renewed monetary tightening are testing investor confidence, cash alone is unlikely to deliver the long-term returns needed to offset inflation, taxes, withdrawals, and longevity. Investors should maintain near-term liquidity while putting excess cash to work in diversified portfolios.

00:00
00:00

17 Sep 2026

House View Daily | How to position in fixed income as Fed hikes rates

The Fed’s hawkish rate hike has led markets to price in more tightening. We believe this repricing creates opportunities in fixed income, but investors should remain selective on duration and credit risk.

00:00
00:00

16 Sep 2026

House View Daily | What matters from today’s Fed decision?

Wednesday may see the Fed kick off a new tightening cycle in the US. For portfolios, the key questions concern earnings resilience, market pricing, and diversification.

00:00
00:00

15 Sep 2026

House View Daily | Frontier 'pacing' calls may not spell an end to AI capex cycle

Stronger safeguards need not derail the AI rally. We still favor diversified exposure across the AI value chain.

00:00
00:00

14 Sep 2026

House View | Jumpstart

Welcome to CIO Jumpstart, your guide to the main market events coming up in the week ahead. Today we ask the following three questions: 1. Will the Fed signal more hikes to come? 2. Will other central banks follow the ECB’s hawkish lead? 3. Can robust AI demand reinforce broader economic resilience?

00:00
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

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

00:00
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

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

00:00
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.

Ep.18 2026 Cover

16 Sep 2026

Venezuela: ¿es viable el nuevo acuerdo petrolero de Trump?

El nuevo acuerdo petrolero entre Estados Unidos y Venezuela podría movilizar más de USD 100.000 millones en inversión privada, pero su implementación todavía enfrenta importantes interrogantes. En este episodio de UBS LatAm Access, Alberto Rojas y Alejo Czerwonko analizan su viabilidad, los riesgos políticos y legales y las condiciones necesarias para atraer inversión a Venezuela.

00:00
18:23
Cover Mercados en Breve

09 Sep 2026

Mercados en Breve: ¿Qué le espera a Brasil tras las elecciones?

Brasil se acerca a unas elecciones presidenciales marcadas por la polarización y un panorama fiscal desafiante. En este episodio de Mercados en Breve, Alejo Czerwonko analiza qué deberían tener en cuenta los inversionistas más allá del resultado electoral y qué podría definir el rumbo del país en los próximos años.

00:00
05:05
ep17 2026 Cover

02 Sep 2026

Cuentas fiscales: ¿qué reto tienen los nuevos gobiernos?

Chile, Perú y Colombia tienen nuevos gobiernos, pero parten de situaciones fiscales muy distintas. En este episodio de UBS LatAm Access, Laura Assis y Alberto Rojas analizan el estado de las cuentas de cada país, los desafíos que tienen por delante y qué podrían significar sus primeras decisiones para la confianza de los inversionistas.

00:00
20:08
Cover Mercados en Breve

26 Aug 2026

Mercados en Breve: ¿qué puede cambiar el rumbo de los mercados?

En medio del ruido que rodea a los mercados, algunas señales pueden ser más relevantes que otras. En este episodio de Mercados en Breve, Gabriela Soní analiza qué está pasando con la inversión en inteligencia artificial, las utilidades corporativas y la inflación, y por qué son clave para entender los próximos meses.

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05:58
cover ep 16 2026

19 Aug 2026

T-MEC: ¿qué está en juego con las negociaciones?

Estados Unidos no extendió el T-MEC automáticamente. ¿Qué significa eso para México y para las cadenas de suministro de Norteamérica? En este episodio de UBS LatAm Access, Alejo Czerwonko y Gabriela Soní desglosan los frentes clave de negociación.

00:00
21:31

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.

CIO Insights cover

10 Sep 2026

CIO Insights | Eleições, volatilidade e mercados

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM analisam como o cenário político pode impactar as estratégias de investimento a partir de outubro e o que esperar das principais classes de ativos nos próximos meses.

00:00
51:21
CIO Insights cover

10 Sep 2026

ElectionWatch Brazil 2026 | O que esperar da reta final para o primeiro turno das eleições

Crise institucional, percepção econômica e cenário geopolítico. Neste episódio, Débora Nogueira, Senior Economist no UBS GWM e Fábio Zambeli, analista político, analisam os principais temas que podem influenciar o eleitor e moldar uma disputa que se desenha cada vez mais acirrada.

00:00
01:00:02
CIO Insights cover

11 Aug 2026

CIO Insights: Lá fora, lucros e Fed; aqui, eleições e dívida

Neste novo episódio do CIO Insights, Luciano Telo, CIO para o Brasil no UBS GWM, e Debora Nogueira, Senior Economist no UBS GWM, conversam sobre como o cenário global segue dando suporte aos mercados, com crescimento resiliente, temporada de lucros forte e um Fed ainda cauteloso diante da inflação. No Brasil, porém, o foco se desloca para os desafios domésticos: inflação mais persistente, juros elevados por mais tempo, maior sensibilidade da dívida pública à Selic e uma eleição que deve trazer o debate fiscal para o centro da precificação. A conversa também traduz esse ambiente para os investimentos, com destaque para diversificação internacional, exposição cambial protegida e o dilema das NTN-Bs.

00:00
53:04
CIO Insights cover

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
CIO Insights cover

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

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