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

08 Jun 2026

Top of the Morning: CIO Strategy Snapshot - Sentiment drivers

The string of nine consecutive positive weekly returns for the S&P 500 ended last week, with Friday being one of the worst days all year after the release of the May jobs report. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, joins to discuss the jobs data, the market response, and what it means for the investment outlook. Host: Daniel Cassidy

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19:39

08 Jun 2026

UBS On-Air: Paul Donovan Daily Audio 'Market moves more than economic shifts'

Bond and equity markets have weakened in Asian trading. There seems to be no single cause, rather a general sense of increasing risk. Economically, the drop in equities is not that significant—in theory, there might be negative wealth effects, but this is too small a move and most consumers have been relying on lowering savings rates, not equity liquidation to finance their consumption.

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02:26

07 Jun 2026

Signal over Noise: Playing offense and defense through healthcare

Health care has not seen the same stock market traction as AI and power and resources over the past year, but continues to serve as a key ingredient to a diversified portfolio and a source of stability. This episode explores how the sector is not just a defensive play, with the pharma industry moving toward innovation-driven growth led by GLP-1 drugs. At the same time, advances in artificial intelligence and genomics are transforming how drugs are discovered, while an aging global population provides a powerful structural tailwind for demand.

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05:37

05 Jun 2026

Washington Weekly Podcast: Primary elections, Legislative agenda, Geopolitics

Shane drops by to recap this week’s primary election outcomes, and shares thoughts on potential outcome scenarios for the November mid-term elections. Plus, a review of Congressional legislative priorities over the next few months, and an update on where negotiations stand to end the US-Iran war. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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16:52

05 Jun 2026

Top of the Morning: May Jobs Report takeaways

Andrew Dubinsky, Senior US Economist from the UBS Chief Investment Office, drops by on this jobs Friday to reflect on the May employment report and the overall health of the US labor market. Plus, a preview of next week’s May inflation data, and thoughts on what the inflationary environment could look like in the second half of the year. Host: Daniel Cassidy

00:00
07:57

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

08 Jun 2026

House View Daily | 8th June 2026

Equities fall on tech pressures

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00:00

23 Jan 2026

Washington Weekly Podcast: Davos takeaways, Greenland, Government shutdown

Shane returns to share some reflections on President Trump’s policy remarks at the World Economic Forum in Davos, Switzerland, this week. This includes a look at where the Trump administration’s pursuit of Greenland stands, and what next-steps could look like in terms of negotiations with Denmark and the broader European Union. Plus, a look at where efforts stand on Capitol Hill to avoid a partial shutdown of the U.S. government. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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11:29

12 Dec 2025

Washington Weekly Podcast: Healthcare, Defense, Congressional stock trading

As we close out the series for 2025, Shane drops by for a Capitol Hill roundup as we cover developments surrounding Congressional votes on healthcare legislation, and the National Defense Authorization Act. Plus, some thoughts on renewed bipartisan efforts to ban Congressional stock trading. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs U.S. Host: Daniel Cassidy

00:00
10:27

02 Dec 2025

Washington Weekly Podcast: Russia-Ukraine, Venezuela, Congressional agenda

Shane drops by for a geopolitics roundup with updates on the latest developments with respect to the Russia-Ukraine War and Venezuela. We also review the priorities of Congress through year-end and into early 2026. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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10:59

06 Nov 2025

Washington Weekly Podcast: Election Day, IEEPA hearing, Government shutdown

Shane joins to update on a variety of timely topics, including the implications of potential Election Day outcomes, the prospects for an end to the ongoing U.S. government shutdown, along with the Supreme Court’s hearing on the Trump administration’s use of the International Emergency Economic Powers Act (IEEPA). Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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09:44

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

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

21 Jan 2026

Top of the Morning: 2026 Roth catch-up explained

Our conversation spotlights an important retirement savings change taking effect in 2026 as part of the SECURE 2.0 Act. For certain high wage earners, catch-up contributions will be required to be made on a Roth basis, which means they’ll be taxed at the time of contribution rather than at withdrawal. Tune in to learn about what’s changing, why this matters, and what to do about it. Featured are Ainsley Carbone, Retirement Strategist, and Justin Waring, Head UBS Wealth Way Strategy & Solutions. Host: Daniel Cassidy

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13:53

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.

03 Jun 2026

Mercados en Breve: ¿qué va a pasar con Venezuela y Cuba?

Venezuela en transición, Cuba en crisis. En este episodio de Mercados en Breve, Alejo Czerwonko (CIO de Mercados Emergentes, UBS) conversa con John Feeley (diplomático estadounidense) sobre el panorama político de ambos países.

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07:54

27 May 2026

Crisis petrolera global: ¿puede ser el momento de Latam?

La crisis energética global está generando escasez en Asia y precios más altos. En este episodio de UBS LatAm Access, Alejo Czerwonko y Orlando Cabrales, presidente de Frontera Energy, analizan las oportunidades que esta crisis abre para América Latina.

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14:03

20 May 2026

Mercados en Breve: ¿puede el arte considerarse un “refugio” relativo para su cartera?

En este episodio de Mercados en Breve, Alejo Czerwonko conversa con los coleccionistas Benedicta Badía y Antonio Murzi sobre el arte como pasión, refugio de valor y activo de inversión

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07:05

14 May 2026

Marta Lucía Ramírez: ¿cuál debe ser la apuesta de Latam?

América Latina vuelve a estar en el radar global en medio de la reconfiguración geopolítica y las cadenas de suministro. En este episodio de UBS LatAm Access, Alejo Czerwonko conversa con Marta Lucía Ramírez, ex-vicepresidenta de Colombia, sobre el momento que enfrenta la región y su capacidad para aprovechar esta nueva ventana de oportunidad.

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12:07

06 May 2026

Mercados en Breve: ¿es hora de volver a los tangibles?

En este episodio de Mercados en Breve, Alejo Czerwonko analiza por qué los activos tangibles - commodities, energía e infraestructura - están recuperando protagonismo en los mercados y qué implica para los inversionistas en el entorno actual.

00:00
03:35

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.

12 May 2026

Mercados globais e Brasil: o que explica o desempenho recente?

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM discutem o desempenho recente dos mercados de renda variável no Brasil e no exterior, destacando como Estados Unidos, com forte contribuição do setor de tecnologia, e Brasil, impulsionado por petróleo e commodities, vêm apresentando resultados consistentes apesar de composições setoriais distintas.

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42:04

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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35:32

13 Apr 2026

Energia e geopolítica no centro do cenário internacional

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, estrategista de investimentos do UBS GWM, analisam os impactos dos riscos geopolíticos e da alta do petróleo no cenário local, internacional e na alocação do UBS.

00:00
32:06

13 Apr 2026

ElectionWatch Brazil 2026 | Eleições no Brasil e o termômetro do cenário atual

Neste episódio, Débora Nogueira, Senior Economist no UBS GWM, e Victoria Roquetti, Research and Analysis Associate no UBS GWM, discutem o recente choque de energia que afetou os mercados locais, seus impactos no ciclo eleitoral brasileiro de 2026 e novas pesquisas regionais.

00:00
31:38

17 Mar 2026

Conflito no Irã: o que está em jogo para os mercados

Neste episódio, Luciano Telo, CIO para o Brasil no UBS Global Wealth Management, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM, falaram sobre a guerra no Irã, as consequências para o mercado, e o que esperar dos próximos movimentos do conflito.

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29:10

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