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UBS On-Air: Paul Donovan Daily Audio 'Bewitched, bothered, and bewildered'
Investing challenges remain. Markets react to social media posts and stories, not to verifiable information. The lack of information is complicating …
2 months, 1 week ago
Top of the Morning: CIO Strategy Snapshot - Shocked but not awed
As the U.S.-Iran War enters week four, we assess the impacts to financial markets and the risk of escalation. We also assess the outcome of last wee…
2 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Living in uncertain times'
Investors have two related problems in pricing risks around the Gulf war. US objectives remain unclear, making it impossible to measure progress (and…
2 months, 1 week 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, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Investment by armchair generals'
Investment by armchair generals seems to be the fashion. Markets are reacting to political comments about the length of the Gulf war. With uncertaint…
2 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Longer-term concerns'
Attacks on Gulf energy infrastructure impacted financial markets. Investors have partially looked through short-term increases in energy prices, assu…
2 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Three and one from the Fed'
The Federal Reserve is universally expected to leave policy unchanged. Fed Chair Powell’s press conference excites attention for three reasons. 1. Po…
2 months, 2 weeks ago
Top of the Morning: Muni Market Guide - A balancing act
Muni tax-equivalent yields are attractive and credit is resilient but elevated geopolitical uncertainties and weaker technicals in March call for bal…
2 months, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'War see-saw'
Energy infrastructure in the United Arab Emirates has seemingly been hit by Iranian attacks—the UAE recently stopped sharing missile and drone interc…
2 months, 2 weeks ago
Top of the Morning: CIO Strategy Snapshot - US-Iran conflict: Assessing the market & macro impacts
We are now in the third week of the US-Iran conflict and investors remain focused on how long it could last and the potential economic consequences. …
2 months, 2 weeks ago