Podcast Episodes
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UBS On-Air: Paul Donovan Daily Audio 'Waiting and anticipating'
At the time of recording, the US Senate has been called for the Republican party, and the House and presidency remain open. Financial markets have mo…
1 year, 2 months ago
UBS On-Air: Paul Donovan Daily Audio 'Production, deflation, policy, and politics'
There is another wave of noise from sentiment polls (today it is the turn of service sector sentiment). French September manufacturing and industrial…
1 year, 2 months ago
Top of the Morning: CIO Strategy Snapshot - Homestretch
With Election Day just hours away, and a Fed policy meeting slated for later this week, Jason drops by to share CIO’s assessment heading into the ele…
1 year, 2 months ago
UBS On-Air: Paul Donovan Daily Audio 'Data is not changing anything'
The US employment report last Friday was weak, but distorted. It does not add much useful information on the US economy, although it serves as a remi…
1 year, 2 months ago
Fixed Income Conversation Corner Podcast with Leslie Falconio (UBS CIO) and Mike Contopoulos (Richard Bernstein Advisors)
Mike Contopoulos rejoins Leslie Falconio for a discussion around year-end asset class performance expectations, potential outcome implications of the…
1 year, 2 months ago
Sustainable Investing Perspectives: COP29 preview
On this episode, Andrew Lee and Lucy Thomas preview the upcoming COP29 (2024 United Nations Climate Change Conference) in Baku, Azerbaijan, including…
1 year, 2 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 17)
On this episode of Viewpoints, Burkhard acknowledges how the US equity market rally has stalled, this against a backdrop of mostly upbeat Q3 corporat…
1 year, 2 months ago
Top of the Morning: October Jobs Report, and the week ahead
As we close out the trading week, Brian and Paul weigh in on the latest jobs data, and what it means for the health of the US economy, along with the…
1 year, 2 months ago
UBS On-Air: Paul Donovan Daily Audio 'Distorted data and political perceptions'
It is US employment report Friday. This report is distorted by hurricanes, strike action, and the fact that the data is always wrong. Taking a broad …
1 year, 2 months ago
Talking Markets Podcast with Anwiti Bahuguna of Northern Trust Asset Management
Anwiti Bahuguna serves as Chief Investment Officer of global asset allocation, and portfolio manager for Northern Trust Asset Management. Anwiti sha…
1 year, 2 months ago