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 Aug 2026

Sustainable Investing Perspectives: Investing through a social lens

This month’s episode focuses on investing through a social lens, bringing together experts from UBS Global Wealth Management and Community Capital Management. Community Capital Management specializes in fixed income investments that aim to advance positive societal outcomes and have been committed to this work since its founding in 1998. Featured are Melissa Amler and Tiffany Agard from the Sustainable & Impact Investing team at UBS Global Wealth Management, along with David Sand, Co-Chief Impact Strategist at Community Capital Management.

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18 Aug 2026

UBS On-Air: Paul Donovan Daily Audio 'Back up'

The Brent benchmark oil future is back above USD 90 per barrel. The US-Iran truce covered by the “memorandum of understanding” expired yesterday and US President Trump said there is no intention to extend it. Trump also threatened to bomb Oman (again). From an investor perspective, none of this changes the current situation—Iran keeps the Strait of Hormuz effectively closed—but markets’ optimism bias is undermined by the near-term outlook.

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17 Aug 2026

Top of the Morning: CIO Strategy Snapshot - Holland days

We are in the home stretch of peak summer vacation season and that has translated to a calm in the markets. Economic data, however, continues to roll in with potential implications for the course of Fed monetary policy. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, discusses these implications, along with current investor sentiment and portfolio positioning. Host: Daniel Cassidy

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17 Aug 2026

UBS On-Air: Paul Donovan Daily Audio 'Growth and delays'

Japan’s preliminary second-quarter GDP data was weaker than expected—though the headline changes were exaggerated by the fiction of annualization. Consumer spending weighed on the growth rate. While international investors have been eager to see the Bank of Japan as being too late with rate increases, the data seems to support a more gradual approach.

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Signal over Noise

17 Aug 2026

Signal over Noise: Beware of the AI factor in your portfolio: the Illusion of diversification

AI is blurring the lines between asset classes, creating correlated exposures where portfolios may appear diversified on the surface. This episode considers the limits of asset-class diversification and explores how a more dynamic, scenario-based approach can offer a clearer view of portfolio risk and help investors build more resilient portfolios.

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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 Aug 2026

House View Daily | Higher long-end yields do not undermine quality bonds

The recent rise in long-term yields reflects new bond supply and persistent concerns over inflation and deficits. We do not think this undermines the case for quality fixed income, but it does strengthen the need to focus on shorter- and medium-maturity bonds, where we see an attractive risk-reward.

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17 Aug 2026

House View Daily | Stocks should stay supported despite a potential pickup in volatility

Implied volatility may not stay low for long, but resilient economic data, strong corporate earnings, and the prospect of a steady Fed should continue to support our positive view on risk assets.

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13 Aug 2026

House View Daily | Look globally to diversify stock exposure

Cooling US inflation has helped global stocks reach new highs, but concentration risks remain elevated. We see opportunities to diversify across Europe, Japan, and Asia, supported by earnings resilience, improving cyclical momentum, and structural growth trends.

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12 Aug 2026

House View Daily | Quality bonds should find support from cooling inflation

Higher oil prices have tempered investor sentiment ahead of July’s CPI report. We expect core inflation to trend lower in the coming months, allowing the Fed to hold interest rates steady. This would be supportive of our preference for short- and medium-duration quality fixed income.

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11 Aug 2026

House View Daily | Robust demand remains key to AI trade despite financing concerns

NVIDIA’s financing push has raised fresh questions about circularity in the AI trade, but strong cloud demand and rising advance orders continue to support our constructive view. We continue to recommend diversified exposure.

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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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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.

Cover Mercados en Breve

12 Aug 2026

Mercados en Breve: ¿Estados Unidos rescata a sus aliados?

En menos de un año, el Tesoro de Estados Unidos intervino en Argentina y en Japón. En este episodio de Mercados en Breve, Alejo Czerwonko analiza qué hay detrás de cada caso y qué estrategia podría estar construyendo Washington con estas ayudas.

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05:39

05 Aug 2026

Del petróleo al trigo: ¿qué está pasando con los commodities?

Guerra, inteligencia artificial y El Niño están moviendo los commodities en direcciones distintas. En este episodio de UBS LatAm Access, Alejo Czerwonko y Dominic Schnider, jefe global de Commodities y Monedas en UBS, analizan qué está pasando con la energía, los metales, el oro y las materias primas agrícolas.

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26:08
Cover Mercados en Breve

29 Jul 2026

Mercados en Breve: Nuevos aranceles, ¿hay que preocuparse?

El 24 de julio, Trump implementó nuevos aranceles sobre 60 socios comerciales. En este episodio de Mercados en Breve, Alejo Czerwonko analiza qué tan diferente es este anuncio y cuál es el impacto real sobre los mercados.

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05:38
Ep.14 2026 Cover

22 Jul 2026

Midterm en EEUU: ¿qué tanto importan para los mercados?

En noviembre, Estados Unidos renueva su Congreso con mayorías más estrechas que nunca. En este episodio de UBS LatAm Access, Alberto Rojas y Alejo Czerwonko analizan los escenarios posibles, su impacto real en los mercados globales y qué significa para América Latina.

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12:35
Cover Mercados en Breve

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

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

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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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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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.

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CIO Insights cover

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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cover CIO Insights

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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