Podcast Episodes
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Talking Markets Podcast (Investing in China) with Andrew Mattock, Matthews Asia
Andrew Mattock is a Portfolio Manager focused on Chinese equities at Matthews Asia. We discuss the macro factors that have driven China’s markets, a…
5 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Blips'
There has been a small blip in the oil price following the US announcement that two Russian energy companies would be blacklisted. US President Trump…
5 months, 1 week ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 48)
On this week’s episode of Viewpoints, Burkhard shares his thoughts on the performance of gold and the drivers behind 2025 performance, along with how…
5 months, 1 week ago
Top of the Morning: Muni Market update - Flows gather momentum
Mindful of a flattening yield curve, Sudip and Jeannine join to explain where opportunities exist within munis. We also cover a performance update a…
5 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Choppy markets, in choppy waters'
UK September consumer price inflation was lower than expected. Air fares and fuel prices added, but food prices seem to have been subject to more gen…
5 months, 1 week ago
Top of the Morning: Emerging Market Equities - Positioning update & outlook
Tune in for a performance update and outlook for emerging market equities. We also explain the thinking behind CIO’s recent upgrade of Emerging Mark…
5 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Trading patterns offer few surprises'
South Korea’s early October export data showed strength when adjusted for differences in working days. As is now standard, semiconductor exports led …
5 months, 1 week ago
Top of the Morning: CIO Strategy Snapshot - A better risk-reward distribution
Jason joins to outline the current positioning recommendations and investment outlook from CIO (per the November UBS House View), including thinking …
5 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Back and forth on trade'
Financial markets have been pushed around by trade, again. This time the reaction has been positive, as the US seems to have moved away from its more…
5 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…
5 months, 1 week ago