Podcast Episodes
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AI growth opportunity & six ways to invest in Europe
As potential risks around macro-and tariff-related uncertainties emerge in 2025, how should investors position in tech and take advantage of increasi…
10 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'When economics takes over'
Equity markets are not just about economics (equity analysts do not always listen to economists). However, shifting perceptions of economic risk seem…
10 months, 1 week ago
Top of the Morning: CIO Strategy Snapshot - The most important statistic
As US growth concerns persist, Jason explores how at risk the economy is of slowing (and the possibility of sliding into a recession). We also cover…
10 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Deflation and inflation'
China’s consumer prices moved into deflation in February. Some of this is due to the timing of the lunar new year, and some of it is the impact of wa…
10 months, 1 week ago
Top of the Morning: Feb Jobs Report, Tariffs, Inflation data & more
We close out the trading week by assessing the latest round of jobs data, and what the numbers indicate about the health of the US labor market. Plu…
10 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Tax and retreat'
Having imposed aggressive taxes on US consumers at the start of the week, US President Trump partially retreated from taxing Mexican and Canadian im…
10 months, 1 week ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 27)
On this week’s episode of Viewpoints, Burkhard reflects on the big rotation unfolding across global markets, with the recent outperformance of global…
10 months, 1 week ago
Across the Pond: Is Germany’s chancellor-in-waiting Merz the comeback kid?
Germany’s chancellor-in-waiting, Friedrich Merz, has promised “independence” from the US, having become convinced that the Trump administration is “l…
10 months, 1 week ago
UBS On-Air: Paul Donovan Daily Audio 'Taxes, spending, and rate cuts'
US President Trump sounded a partial retreat from the latest trade taxes, granting US car companies a one-month exemption for car parts traded under …
10 months, 2 weeks ago
CIO Global Livestream: Navigating political uncertainties - Risks and opportunities
To help you navigate an evolving landscape, Global Chief Investment Officer Mark Haefele and colleagues will delve into the latest developments in US…
10 months, 2 weeks ago