Podcast Episodes
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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
UBS On-Air: Paul Donovan Daily Audio 'Expected, with limited conviction'
US President Trump declared the war with Iran was “very complete, pretty much”. The vagueness of the war objectives and Trump’s tendency to reverse m…
2 weeks, 6 days ago
UBS On-Air: Paul Donovan Daily Audio 'The impact of USD 100 oil'
South Korea announced a price cap for some petroleum products, as crude oil prices rose above USD 100 a barrel. An oil price shock does not have to b…
3 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…
3 weeks ago
Talking Markets Podcast with Nic Janvier of Columbia Threadneedle Investments
Nic Janvier serves as Head of Equities for North America at Columbia Threadneedle Investments. Nic shares his take on the current landscape for U.S.…
3 weeks, 1 day ago
Top of the Morning: U.S. labor market & inflationary environment
An assessment of U.S. labor market health following the February employment report, along with a look at the U.S. inflationary environment ahead of n…
3 weeks, 3 days ago
Across the Pond: Strait Talk - Trump, Iran, and the global ripples
Geopolitical crises have generally caused only fleeting market setbacks. But could the US-Israeli airstrikes on Iran be among a handful of historic e…
3 weeks, 3 days ago
UBS On-Air: Paul Donovan Daily Audio 'The great US consumer'
The US labor market remains the critical driver of the US economy. In 2025, US consumers spent more and saved less of their income to afford tariffs.…
3 weeks, 3 days ago
Top of the Morning: The landscape for Emerging Market Equities
Against a backdrop of geopolitical uncertainty and fluidity, we discuss how investors should position, along with a review of key catalysts and risks…
3 weeks, 4 days ago