Podcast Episodes
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Sustainable Investing Perspectives with Martin Grosskopf (AGF) and Amantia Muhedini (UBS CIO)
This month we examine the evolution of the green labor market landscape, along with a look at shareholder engagement when it comes to the energy tran…
1 year, 9 months ago
Fixed Income Roundtable with the UBS Chief Investment Office
Join the CIO fixed income team every other month for a discussion around the drivers behind asset class trends and performance, rates, positioning an…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Invoking debt debacles'
The head of the US Congressional Budget Office issued a warning about US debt sustainability, suggesting an extreme parallel with the debt debacle pr…
1 year, 9 months ago
Washington Weekly Podcast: Israel-Hamas War, Decision 2024, No Labels
Our conversation recaps the latest round of Primary results, along with a look at the prospects of a ‘No Labels’ Presidential campaign launch. We al…
1 year, 9 months ago
Top of the Morning: CIO Strategy Snapshot - Supply-siders
Our conversation examines positive supply-side developments that have been a boon to the US economy, along with the latest asset allocation guidance …
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'After the central bank party'
After last week’s flurry of central bank decisions, we now have assorted central bankers giving more detail on their views. The Bank of England’s Man…
1 year, 9 months ago
Top of the Morning: The week in review and preview
This week was all about the Fed, though we heard as well from several other global central banks - we outline the notable takeaways, plus, preview wh…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Rising certainty about reducing rates'
This week has increased certainty about interest rate reductions in the world’s main economies. That certainty was absolute in Switzerland, where rat…
1 year, 9 months ago
Top of the Morning: What should investors do with their allocation to Chinese equities?
We outline the recent downgrade of China to neutral by the UBS Chief Investment Office, plus touch on a performance update of Chinese equities, along…
1 year, 9 months ago
UBS On-Air: Paul Donovan Daily Audio 'Right response, wrong reasons?'
Financial markets had the right reaction for the wrong reasons to the Federal Reserve interest rate decision. Certainty about US rate cuts has increa…
1 year, 9 months ago