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UBS On-Air: Paul Donovan Daily Audio 'Extending the “ceasefire”'
Energy markets gave a cautious response to reports the US and Iran may extend the terms of the “ceasefire”. Key approvals are missing—US President Tr…
2 months, 3 weeks ago
Talking Markets Podcast (AI Tech Tour takeaways) with Tony Kim of BlackRock
Tony Kim, Head of the Global Technology Team within the Fundamental Equities division of BlackRock’s Portfolio Management Group, drops by the Talking…
2 months, 3 weeks ago
Talking Markets Podcast (AI Tech Tour takeaways) with Tony Kim of BlackRock
Tony Kim, Head of the Global Technology Team within the Fundamental Equities division of BlackRock’s Portfolio Management Group, drops by the Talking…
2 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Firing, not ceasing'
In the past day, the US fired on Iran, Iran fired on Kuwait, Israel fired on Lebanon, US President Trump threatened to “blow up” Oman. The US adminis…
2 months, 3 weeks ago
CIO Fixed Income Roundtable Podcast Series - 2Q26 update and outlook
Hear from members of the UBS Chief Investment Office fixed income team as they provide a performance and positioning update across fixed income sub-s…
2 months, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Idle speculation'
The embarrassing lack of economic information leaves markets prey to idle speculation, rather than the pure and objective guidance that economists ca…
2 months, 3 weeks ago
Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
Join David Lefkowitz, Head of Equities Americas, each month for a look at the factors that are driving performance across US equities. We also cover…
2 months, 4 weeks ago
Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
Join David Lefkowitz, Head of Equities Americas, each month for a look at the factors that are driving performance across US equities. We also cover…
2 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Looking for consequences'
US air strikes against Iran seem to confirm the Iranian view of negotiations to end the war. Investors had tended to focus on Iran’s perspective rath…
2 months, 4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'The bias to optimism reasserts itself'
Iran confirmed progress in talks with the US, lending credibility to US President Trump’s weekend social media posts. A deal still seems some way off…
2 months, 4 weeks ago