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Top of the Morning: Muni Market Guide - A balancing act
Muni tax-equivalent yields are attractive and credit is resilient but elevated geopolitical uncertainties and weaker technicals in March call for bal…
1 week, 6 days ago
UBS On-Air: Paul Donovan Daily Audio 'War see-saw'
Energy infrastructure in the United Arab Emirates has seemingly been hit by Iranian attacks—the UAE recently stopped sharing missile and drone interc…
1 week, 6 days ago
Top of the Morning: CIO Strategy Snapshot - US-Iran conflict: Assessing the market & macro impacts
We are now in the third week of the US-Iran conflict and investors remain focused on how long it could last and the potential economic consequences. …
2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Fear of fake news'
Economic theory often assumes perfect information. This is obviously only true in economic fantasies. Social media and fake news risk distorting real…
2 weeks 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…
2 weeks, 1 day ago
UBS On-Air: Paul Donovan Daily Audio 'Perceptions on the cost of war'
The US government’s views on the Gulf war and its consequences seem to be contradictory. US Treasury Secretary Bessent said the Strait of Hormuz was …
2 weeks, 3 days ago
UBS On-Air: Paul Donovan Daily Audio 'Snickers bars and inflation perceptions'
The IEA announced it would orchestrate a record release of oil from strategic petroleum reserves. Another three ships were attacked in the Gulf. Oil …
2 weeks, 4 days ago
Sustainable Investing Perspectives: Renewable energy & Infrastructure trends
A roundtable discussion on growing global demand and application trends in renewable energy and infrastructure, along with a look at technological in…
2 weeks, 5 days ago
UBS On-Air: Paul Donovan Daily Audio 'Sliding into confusion'
The US administration’s current communication strategy is not entirely clear, but the consequence is volatility in financial markets. US Defense Secr…
2 weeks, 5 days ago
House Call: Talking Equity Markets with UBS Asset Management
Join Ed Tran, Portfolio Manager with the Private Client U.S. Equity Team at UBS Asset Management, as he shares a performance update for US equities. …
2 weeks, 6 days ago