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Across the Pond: Looking beyond the US for private equity
The US has long been the birthplace and powerhouse of private equity, accounting for over half of global fundraising and setting the pace for the ind…
7 hours ago
UBS On-Air: Paul Donovan Daily Audio 'Paying for power'
Taiwan has made an agreement with the US that will see US importers paying a 15% tariff on Taiwanese products. The 15% number might have additional s…
16 hours ago
Top of the Morning: POTUS 47 - Housing, Geopolitics, Trade, FOMC, Gov’t shutdown
Kurt Reiman, Head of Fixed Income Americas, and Shane Lieberman, Senior Governmental Affairs Advisor, provide a comprehensive update on a range of ti…
1 day, 6 hours ago
UBS On-Air: Paul Donovan Daily Audio 'Trade details'
UK monthly GDP data was stronger than expected, and revised stronger for the previous month—but the monthly GDP data is economists’ version of white …
1 day, 16 hours ago
Macro Monthly Podcast with UBS Asset Management
Join Evan Brown, Head of Multi-Asset Strategy and Portfolio Manager, for an assessment of the current macro and market environment as we have entered…
2 days, 8 hours ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 56)
Are there reasons for staying bullish on the markets entering 2026? Burkhard has twelve, and we cover a handful of them on the first episode of View…
2 days, 11 hours ago
UBS On-Air: Paul Donovan Daily Audio 'Pricing imprecision'
US December consumer price inflation is not likely to push the Federal Reserve into cutting rates immediately. The numbers were not especially threat…
2 days, 17 hours ago
Top of the Morning: Munis 2026 Outlook - On a strong foundation
The CIO municipal research team drops by to share a 2026 muni market outlook, along with their performance expectations across muni sub-sectors. Fea…
3 days, 4 hours ago
UBS On-Air: Paul Donovan Daily Audio 'Affording prices'
3 days, 16 hours ago
Top of the Morning: CIO Strategy Snapshot - Starting with a bang
We start the week by reflecting on market performance in the early days of 2026, along with last week’s flurry of policy announcements and economic d…
4 days, 8 hours ago