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Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 63)
On this episode of Viewpoints, Burkhard reflects on the US-China relationship ahead of next week’s summit in Beijing, the Strait of Hormuz closure an…
3 weeks, 5 days ago
Top of the Morning: Emerging market equities - New drivers, new risks, and what to watch next
Emerging market equities have come a long way, evolving from commodity-driven high-beta plays to a dynamic mix of tech, AI, and regional growth stori…
3 weeks, 5 days ago
UBS On-Air: Paul Donovan Daily Audio 'Markets still want to believe'
Axios newswires reported the US and Iran “closing in on a deal”. Axios published similar reports on 15 April, 17 April, and 26 April. Markets want to…
3 weeks, 6 days ago
Top of the Morning: Are emerging markets becoming less volatile than developed markets?
For decades, emerging markets have been seen as the riskier part of portfolios. We discuss what has changed, and why markets are suddenly challengin…
3 weeks, 6 days ago
Talking Markets Podcast Series (Preferreds) with Elaine Zaharis-Nikas (Cohen & Steers) & Frank Sileo (UBS CIO)
Elaine Zaharis-Nikas serves as Head of Fixed Income and Preferred Securities and a senior portfolio manager for the Cohen & Steers preferred securiti…
3 weeks, 6 days ago
UBS On-Air: Paul Donovan Daily Audio 'Public and private unpredictability'
US policy in the Gulf war has been unpredictable, but publicly unpredictable. Yesterday’s retreat from“guiding”ships through the Strait of Hormuz was…
4 weeks ago
Talking Markets Podcast Series (Munis) with Pat Haskell (BlackRock) & Sudip Mukherjee (UBS CIO)
Sudip Mukherjee, Senior Fixed Income Strategist Americas from the UBS Chief Investment Office, is joined by Pat Haskell, Head of the Municipal Bond G…
4 weeks ago
Top of the Morning: CIO Strategy Snapshot - Investment goes boom
AI-related investment in the US is booming, the rest of private sector investment not so much. Still, it's a positive for the macro outlook. We disc…
4 weeks, 1 day ago
UBS On-Air: Paul Donovan Daily Audio 'Ceasing the ceasefire?'
Markets have had a muted reaction to reports of the US and Iran exchanging fire in the Gulf. Investors had tended to dismiss US President Trump’s wee…
4 weeks, 1 day ago
Top of the Morning: What is the FIRE movement?
We explore a topic that’s been gaining momentum, especially among working families: Financial Independence, Retire Early, or FIRE. Justin Waring fro…
4 weeks, 1 day ago