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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

01 Oct 2026

Top of the Morning: China at two speeds - Reflections from the ground

Xingchen Yu, Senior Investment Strategist from the UBS Chief Investment Office, shares reflections from his latest trip to China, where AI ambition and seamless digital convenience coexist with cautious consumers, fierce competition, and lingering property pressures. Through stories from the ground, he explores an economy moving at two speeds, and what the latest Trump-Xi summit means for a relationship defined by both engagement and strategic competition. Reference Xingchen’s recent blog: Reflections on my latest trip to China, two years on. Host: Daniel Cassidy

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15:38

01 Oct 2026

UBS On-Air: Paul Donovan Daily Audio 'Saving the US consumer'

The important point from yesterday’s US data was not the larger-than-expected downward pressures on reported inflation—these are technical changes that US consumers do not experience in their daily struggles with the affordability crisis. The important point was savings. Lowering savings rates are how US consumers keep spending. The savings rate level was revised higher. This suggests savings can pay for tariffs and oil prices for longer.

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07:01

30 Sep 2026

UBS On-Air: Paul Donovan Daily Audio 'The power of saving more, or less'

UK second quarter GDP was revised stronger, as new methods reveal how much new economic activity has been missed from the data. Rising real disposable incomes encouraged a rise in the UK household savings rate. If the Gulf war does not, in fact, turn into a forever war and oil prices come down, the impact on real disposable incomes should be positive; but that would probably then be used to rebuild savings rates rather than accelerate spending.

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05:36

29 Sep 2026

Top of the Morning: CIO Strategy Snapshot - Implications of higher rates

The rise in treasury yields continues to be top of mind for investors - Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, explains why they’re rising. We also touch on an outlook for oil prices, new developments in agentic AI, and what it all means for your portfolio. Host: Daniel Cassidy

00:00
14:25

29 Sep 2026

UBS On-Air: Paul Donovan Daily Audio 'Bonding oil prices to yields'

Bond yields and oil prices continue their close relationship. Central banks are supposed to look through an oil price shock as being beyond their control. However, if central banks seemingly care about oil, the only policy remedy is to weaken the non-oil economy, as something they can control. In that case, higher oil prices make it more likely interest rates will have to rise to recession-inducing levels. We are not at that stage, but there are enough oil price comments to have markets contemplating more repressive monetary policies.

00:00
05:24

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

30 Sep 2026

House View Daily | Resilient growth should underpin equity gains

Long-dated Treasury yields have risen to multi-decade highs. But resilient growth, robust earnings, and accelerating AI adoption should help equities absorb the valuation pressure from higher yields. We continue to recommend positioning for further equity gains through broad sector and regional diversification.

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29 Sep 2026

House View Daily | Why higher rates can favor hedge funds

Higher interest rates can be a headwind for many investments, but they can also create a more favorable environment for hedge funds. A higher cost of capital increases differences among companies, economies, and securities, giving active managers more opportunities to identify relative leaders and laggards.

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25 Sep 2026

House View Daily | AI infrastructure: Strong demand does not remove execution risks

Potential delays at a major US data center have intensified scrutiny of AI infrastructure financing. We don’t see this as a risk to compute demand itself, but if it widens, it could affect deployment timelines, funding costs, and investment returns. We continue to favor diversified thematic exposure to both the AI and Power and resources opportunities across public and private markets, with an emphasis on quality and balance-sheet strength.

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24 Sep 2026

House View Daily | Higher yields need not derail markets

Strong US activity, higher oil prices, and a weak Treasury auction pushed the 10-year yield above 5.1% and weighed on equities. But we expect less Fed tightening than markets currently price, while resilient growth and robust earnings should help risk assets absorb measured rate increases.

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23 Sep 2026

House View Daily | Build resilience through portfolio diversification

Oil prices fell on signs of progress in US-Iran talks, but geopolitical and market risks remain. We expect equities to rise further, although periods of volatility are likely. Investors can strengthen portfolios with capital preservation strategies, broad commodities, and alternatives.

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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

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

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.

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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.

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

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.19 2026 Cover

30 Sep 2026

Más allá de la Fed: ¿qué está pasando en Estados Unidos?

Las tasas vuelven a subir, los rendimientos de los bonos del Tesoro se mantienen en niveles elevados y las cuentas fiscales siguen planteando desafíos. En este episodio de UBS LatAm Access, Alejo Czerwonko y Kurt Reiman analizan qué está detrás de estos movimientos y dónde podrían surgir oportunidades para los inversionistas.

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24:07
Cover Mercados en Breve

23 Sep 2026

Mercados en Breve: ¿Cuánto más subirán las tasas de la Fed?

La Fed volvió a subir las tasas de interés y el mercado ya anticipa nuevos aumentos. En este episodio de Mercados en Breve, Alejo Czerwonko analiza qué señales determinarán hasta dónde llegará el ciclo de subidas y qué podría significar este escenario para los inversionistas.

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08:32
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.

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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.

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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

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.

gwm insights

23 Sep 2026

UBS Optimus Brasil | Filantropia estratégica, impacto e transformação social

Neste episódio, Valéria Milani, Diretora Comercial do UBS GWM no Brasil, e Kai Grunauer, Diretor Executivo de Impacto Social e Filantropia para a América Latina no UBS, apresentam a UBS Optimus Brasil e discutem como a filantropia estratégica pode gerar impacto social duradouro. A conversa aborda a trajetória da iniciativa, os critérios para selecionar projetos de alto potencial e exemplos apoiados no Brasil nas áreas de educação, desenvolvimento social e conservação ambiental. Valéria e Kai também mostram como famílias e investidores podem conectar patrimônio, propósito e legado por meio de uma atuação estruturada e orientada a resultados de longo prazo.

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15:00
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.

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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.

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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.

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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.

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35:21

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