Podcast Episodes
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UBS On-Air: Paul Donovan Daily Audio 'Affording a war'
US March consumer price inflation gives insight into US consumers’ war burden (albeit with some data accuracy concerns). Affordability is one investo…
1 month, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Fragile or failing?'
In economic terms, the Gulf ceasefire has not held. Iran has closed the Strait of Hormuz in response to significant Israeli strikes against Lebanon. …
1 month, 3 weeks ago
Top of the Morning: POTUS 47 - Ceasefire: Our investment perspectives
In the wake of the U.S., Israel, and Iran agreeing to a two-week ceasefire, Kurt Reiman, Head of Fixed Income Americas, and Shane Lieberman, Senior G…
1 month, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'The spoils of war'
Throughout the war, markets have been inclined to see the oil barrel as half full rather than half empty. Thus, markets are inclined to view the ceas…
1 month, 3 weeks ago
House Call: Talking Equity Markets with UBS Asset Management
Join Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios and Head of the Private Client US Equity Team with UBS Asset Manageme…
1 month, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Deadlines challenge the optimism bias'
US President Trump’s Iranian deadline concerns markets as escalation will do further damage to regional infrastructure. If the US or Iran attacks des…
1 month, 3 weeks ago
Top of the Morning: CIO Strategy Snapshot - Where do we go from here?
Following a holiday-shortened week that yielded the first positive market performance in over a month, despite further risk of escalation in the U.S.…
1 month, 4 weeks ago
Top of the Morning: CEO Macro Briefing Book - Insights for Dealmakers
Paul drops by to update on dealmaking trends and momentum in 2026, along with a look at the impact artificial intelligence is having on the dealmakin…
1 month, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'War and affordability'
The language and tone of US President Trump’s weekend social media post on Iran mean it will receive little attention from investors. It was seemingl…
1 month, 4 weeks ago
Fixed Income Conversation Corner with Dan Hyman (PIMCO) and Leslie Falconio (UBS CIO)
Our conversation outlines the current landscape for fixed income investors, and where to locate opportunity within the asset class. We also touch on…
2 months ago