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Credit Investments Group Quarterly Spotlight with UBS Asset Management
Michael Adelman and Matt Iannuci, along with Eileen Liu, Head of US Client Portfolio Management, join to discuss recent market developments within hi…
1 week, 6 days ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 69)
As global equity markets set new all-time-highs and show signs of recovery from July indigestion, Burkhard outlines the factors that are driving curr…
2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Stimulus and redistribution'
Oil prices are down and the optimism bias is up. There are hopes for an Iran-Oman settlement on post-war control of the Strait of Hormuz. This would …
2 weeks ago
Talking Markets Podcast Series (Preferreds) with Doug Baker (Nuveen) & Frank Sileo (UBS CIO)
Doug Baker is a Portfolio Manager for Nuveen’s global fixed income team. Doug joins Frank Sileo, Senior Fixed Income Strategist Americas from the UB…
2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'The politics of price expectations'
US Michigan consumer sentiment data is a weak economic signal. It does have political punch, via the inflation expectations measure. Consumers focus …
2 weeks, 1 day ago
UBS On-Air: Paul Donovan Daily Audio 'Assertions and indifference'
US President Trump asserted that talks with Iran are ongoing. Iran asserted that talks with the US are not happening. Markets tend to react if Trump …
2 weeks, 1 day ago
UBS On-Air: Paul Donovan Daily Audio 'Prices and productivity'
Federal Reserve Chair Warsh testified to Congress—at times sounding like a Bundesbank member, with a vehement denunciation of inflation. Warsh was ke…
2 weeks, 1 day ago
Fixed Income Conversation Corner with Matt Brill (Invesco) and Leslie Falconio (UBS CIO)
A wide-ranging conversation on the landscape for broader fixed income investing and credit markets, including performance drivers, risk consideration…
2 weeks, 1 day ago
UBS On-Air: Paul Donovan Daily Audio 'Back on the see-saw'
Oil prices moved to the lows of last Tuesday after a flurry of activity over the weekend. US President Trump called off military strikes against Iran…
2 weeks, 2 days ago
Signal over Noise: AI trade at a crossroads—how to position for volatility ahead
AI capabilities are advancing rapidly, supporting long-term demand for intelligence, but the path from innovation to deployment is becoming more unev…
2 weeks, 2 days ago