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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…
2 months, 2 weeks ago
Top of the Morning: CEO Macro Briefing Book - 4Q25 update
Paul drops by the studio for an assessment of the market and macroeconomic environment as we make our way through 4Q25. We focus in on the upward mo…
2 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Polls and politics'
The October US ISM manufacturing sentiment poll is due. Falling survey repose rates and rising political polarisation have conspired to reduce the r…
2 months, 2 weeks ago
Signal over Noise with Ulrike Hoffmann-Burchardi
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities fo…
2 months, 2 weeks ago
How should I be positioned? with Paula Campbell Roberts (KKR) and Jason Draho (UBS CIO)
Paula re-joins Jason in studio for a discussion around the US macroeconomic environment, including an outlook for growth, and Fed rate cuts. We also…
2 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Fearing fear'
We should be getting US personal income and spending data today, but because the US lacks a properly functioning government we are getting no such th…
2 months, 2 weeks ago
Fixed Income Conversation Corner Podcast with Leslie Falconio (UBS CIO) and Mike Contopoulos (Richard Bernstein Advisors)
Mike Contopoulos rejoins Leslie Falconio for a discussion around year-end asset class performance expectations, the implications of a lower rate envi…
2 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'British style'
The Federal Reserve spoke with an almost British accent yesterday, cutting rates a quarter point with a Bank of England-like three-way vote split. Fe…
2 months, 2 weeks ago
Top of the Morning: Fixed Income Strategist - Almost ample
Leslie and John stop by on Fed Day for an update on fixed income markets, positioning views, and an outlook for monetary policy. We also examine the…
2 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Another little cut'
The Federal Reserve is expected to cut rates a quarter point. The absence of credible short-term data since the last Fed meeting means policymakers c…
2 months, 2 weeks ago