Podcast Episodes
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Around the Horn: Monthly Fixed Income Roundtable with UBS Asset Management
Tune in to hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income and Liquidity teams, as they sh…
7 months, 1 week ago
Top of the Morning: Seek opportunities in China
Dan Cassidy welcomes Xingchen Yu, Emerging Markets Strategist Americas, for a timely update on China. Xingchen discusses CIO’s latest upgrades to Chi…
7 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Trade talk turmoil'
US President Trump announced trade negotiations with Canada would end. Trump is unhappy with the Province of Ontario’s adverts, directly quoting US P…
7 months, 1 week ago
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…
7 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…
7 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…
7 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…
7 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…
7 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…
7 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 …
7 months, 2 weeks ago