UBS On-Air: Market Moves
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
Wealth Management Americas
Top of the Morning: Fixed Income Strategist - Going longer for higher
15:34We catch-up with Leslie Falconio to discuss how a shift in the Fed’s course for monetary policy has impacted fixed income assets, along with review CIO’s expectations for rate cuts in 2024, along with current positioning recommendations within fixed income. Featured is Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Top of the Morning: Chinese equities - Comeback or a head fake?
14:53Following a sharp rebound in Chinese equities, Xingchen weighs in as to how investors should treat their Chinese equity exposure, along with cites some near-term market catalysts that investors should be mindful of. Featured is Xingchen Yu, Emerging Markets Strategist, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Inflation numbers of limited interest'
02:20Germany and Spain are offering final consumer price inflation data for April today. Although a lot of data is Europe is revised, the initial estimates for consumer prices are rarely altered. The narrative is of Eurozone inflation within a reasonable range of the ECB’s target, and evident disinflation pressures.
Value investing in an uncertain world with Bill Ackman and Ryan Israel
01:13:19Join us for a fireside chat that Mark Axelowitz, Managing Director and UBS Private Wealth Advisor and Solita Marcelli, Chief Investment Officer for CIO Americas, hosted with Bill Ackman, Founder and CEO of Pershing Square Capital Management, and Ryan Israel, Chief Investment Officer at Pershing Square Capital Management.
Top of the Morning: CIO Strategy Snapshot - Macro plus Micro Markets
17:53We take inventory of recent market performance and drivers, along with consider the prospects for downside in the markets if certain near-term macro and micro factors disappoint investor expectations - including this week’s key April inflation prints. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy