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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…
8 months ago
How should I be positioned? with Cliff Asness (AQR) and Jason Draho (UBS CIO)
Cliff joins Jason at the 1285 podcast studio in New York to cover a wide-range of topics, including the growing impacts of electronic trading to fina…
8 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'National security vanities'
Social media posts from US President Trump overnight indicate a series of new trade tariffs. US buyers of foreign vanity units, soft furnishings, etc…
8 months, 1 week ago
CIO Fixed Income Roundtable Series: Performance update & 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…
8 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'A US day today'
The US releases revised second quarter GDP data. The market consensus is for no change (given data quality problems, “no change” in the details may b…
8 months, 1 week ago
Meet Ulrike Hoffmann-Burchardi, CIO Americas and Global Head of Equities
On 1 July Ulrike Hoffmann-Burchardi assumed the role of Chief Investment Officer Americas, while continuing as Global Head of Equities for UBS Wealth…
8 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Adding uncertainty in uncertain times'
Yesterday saw some increase in macro uncertainty, in case investors thought the world was getting predictable. US President Trump’s comments on Ukrai…
8 months, 1 week ago
Top of the Morning: POTUS 47 - Banking on regulatory reform
We examine regulatory reforms being implemented by the Trump administration to the US banking sector, including a look at potential changes to capita…
8 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Quite like old times'
Federal Reserve Chair Powell is to speak on the economic outlook at the Greater Providence Chamber of Commerce. The outlook is not likely to stray fa…
8 months, 1 week ago
Top of the Morning: CIO Strategy Snapshot - What’s next for rate cuts?
Jason drops by the studio to reflect on last week’s FOMC rate decision and market response. We then discuss expectations for rate cuts through the b…
8 months, 1 week ago