Podcast Episodes
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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…
6 days, 23 hours 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…
1 week 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…
1 week 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…
1 week, 1 day 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…
1 week, 2 days ago
How should I be positioned? with Joe Davis (Vanguard) and Jason Draho (UBS CIO)
Joe Davis is the Global Chief Economist and Global Head of the Investment Strategy Group at Vanguard. Joe joined Jason Draho, UBS CIO Head of Asset …
1 week, 5 days ago
UBS On-Air: Paul Donovan Daily Audio 'Sense or sentimentality?'
UK consumer sentiment improved on the latest reading; but since the financial crisis, sentiment and reality have not been too closely aligned. UK Apr…
1 week, 5 days ago
Sustainable Investing Perspectives: Investing with a gender-lens
Tiffany Agard, Strategist on the UBS Global Investment Management Sustainable and Impact investing team is joined by Preeti Sayana, Portfolio Manager…
1 week, 5 days ago
UBS On-Air: Paul Donovan Daily Audio 'Trickle or treat?'
News that Iran has allowed some ships to cross the Strait of Hormuz encouraged a modest drop in the oil price. The volume of oil exiting the Gulf is …
1 week, 6 days ago
Top of the Morning: Election Watch - Unified government at a crossroads
As the US midterm elections draw closer, Kurt and Shane drop by to outline potential Election Day outcome scenarios, as well as the policy and market…
1 week, 6 days ago