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
Washington Weekly Podcast: Funding Bill, Decision 2024 Polling, Baltimore & more
12:58Our conversation recaps the recently signed Government Funding Bill, and examines efforts from within the House of Representatives to remove House Speaker Mike Johnson. We also check in on what recent Presidential polls are pointing to, and discuss Federal support in response to the bridge collapse in Baltimore earlier this week. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
House Call: Talking Equity Markets with UBS Asset Management
13:09A monthly check on US equity market performance and positioning considerations with Jeremy Zirin, Senior Portfolio Manager, and Head of the Private Client US Equity Team, and Dominic Schagar, Lead Equity Investment Specialist with UBS Asset Management
Top of the Morning: Emerging Markets - US Election Implications
12:52Our conversation outlines the implications of potential outcomes of the 2024 US Elections to emerging market economies and markets. We also cover positioning considerations, spanning China, Mexico, India and Brazil. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Revising growth (again)'
02:20The latest guess at UK GDP in the fourth quarter left headline numbers unchanged, while the details shifted. Strike action undermined fourth quarter activity. The data will be revised for years to come, and history suggests it will be revised stronger. Things like productivity gains from flexible working and additional income streams from side hustles are harder to capture in early GDP guesses.
View Points with Burkhard Varnholt – A global markets podcast
09:54View Points is a new weekly podcast series which focuses on global market and macro developments. Tune in each week to hear timely insights from Burkhard Varnholt. Host: Daniel Cassidy