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House Call: Talking Equity Markets with UBS Asset Management
Join Jeff Hans, Senior Portfolio Manager of the House View Equity Portfolios with UBS Asset Management, as he shares a performance update for US equi…
2 months, 4 weeks ago
Top of the Morning: POTUS 47 - Government gridlock, Trade update
Kurt drops by to update on where negotiations stand to end the U.S. government shutdown, which has now entered week three, along with the scope of im…
3 months ago
UBS On-Air: Paul Donovan Daily Audio 'More changes to policy'
There are reports that the US administration will extend the delay in implementing tariffs on car part imports from two years to five years. This is …
3 months ago
UBS On-Air: Paul Donovan Daily Audio 'Beige flags'
The Federal Reserve’s Beige Book of economic anecdotes was not affected by the absence of a functioning government. There was evidence of prices reac…
3 months ago
Washington Weekly Podcast: Government shutdown update, US-China trade talks
Shane joins mid-week for an update on the US government shutdown, including a look at impacted services, and where negotiations stand to re-open the …
3 months ago
UBS On-Air: Paul Donovan Daily Audio 'Labor weakness still beats inflation increases'
Federal Reserve Chair Powell reiterated that labor market concerns dominate inflation concerns in current policy. The lack of a functioning US federa…
3 months ago
Industrial Real Estate: Outlook & opportunities with Dave Fazekas, Ares Management
Dave Fazekas is Partner & Head of North American Logistics with Ares Real Estate. Dave joins the podcast to discuss the current investment landscape…
3 months ago
UBS On-Air: Paul Donovan Daily Audio 'Taking down the trade temperature'
Markets have detected some shifting around in the US approach to trade with China. US Treasury Secretary Bessent was vocal in asserting that US Presi…
3 months ago
Top of the Morning: CIO Strategy Snapshot - Navigating volatility
As investors begin a new week they are faced with the prospect of more trade uncertainty, the ongoing government shutdown, and the start of Q3 earnin…
3 months ago
UBS On-Air: Paul Donovan Daily Audio 'Where to start?'
After US President Trump’s threat to impose additional significant tariffs on US buyers of goods from China, there has been a more conciliatory tone …
3 months ago