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Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 67)
As the summer season continues, Burkhard shares his thoughts on recent trends across global equity markets by outlining the factors behind volatility…
4 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'The return of the armchair generals'
Iran struck tankers attempting to traverse the Strait of Hormuz, potentially undermining shipowners’ confidence in US protection. The Houthi struck a…
4 weeks ago
Top of the Morning: Municipal Market - Looking good at halftime
Following the outperformance of munis during 1H26 relative to other US fixed income assets, Sudip and Jeannine join to share performance expectations…
4 weeks, 1 day ago
UBS On-Air: Paul Donovan Daily Audio 'Tariff time?'
Inside Washington DC the current focus seems to be trade tariffs, although the affordability crisis continues to be the focus in the wider economy. U…
4 weeks, 1 day ago
House Call: Talking Equity Markets with UBS Asset Management
Join Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios and Head of the Private Client US Equity Team with UBS Asset Manageme…
4 weeks, 2 days ago
UBS On-Air: Paul Donovan Daily Audio 'Sound and fury'
US President Trump threatened to impose a 50% tariff on US importers of products from Canada, without exempting products covered by the latest iterat…
4 weeks, 2 days ago
Top of the Morning: The AI Economy - A roadmap
As investors now operate within the AI economy, Jason Draho, Head of Asset Allocation Americas and Paul Hsiao, Senior Asset Allocation Strategist Ame…
1 month ago
Top of the Morning: The AI Economy - A roadmap
As investors now operate within the AI economy, Jason Draho, Head of Asset Allocation Americas and Paul Hsiao, Senior Asset Allocation Strategist Ame…
1 month ago
Signal over Noise: Why the semiconductor pullback does not mean an AI glut
Semiconductors have seen a drop over the past month, raising the question of whether markets are starting to price in a real AI glut or simply reasse…
1 month ago
UBS On-Air: Paul Donovan Daily Audio 'More violence, same response'
Violence has reignited in the Gulf, with Iran firing ballistic missiles at US military bases. Crude oil futures responded; Brent rose to over USD 90 …
1 month ago