Podcast Episodes
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UBS On-Air: Paul Donovan Daily Audio 'Markets start to fret'
Equity markets reacted to social media posts from US President Trump. Trump is often more coherent on social media than in off-the-cuff comments, and…
1 year, 3 months ago
UBS On-Air: Paul Donovan Daily Audio 'US President Trump’s confusion'
US President Trump confused investors by appearing to delay taxing US consumers of Mexican and Canadian goods. The White House then “clarified” that …
1 year, 3 months ago
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 26)
On this week’s episode of Viewpoints, Burkhard explains how and why market activity (and performance) has started to shift from the US to the rest of…
1 year, 3 months ago
Top of the Morning: Strategies to improve your after-tax wealth potential
Many investors want to know the possibility of changes to federal income tax policies, and what the changes might mean for their personal tax burden.…
1 year, 3 months ago
UBS On-Air: Paul Donovan Daily Audio 'Panem or Panglossian?'
US equity markets were a little disturbed by a sharp decline in a consumer confidence survey—but these surveys are distorted by partisan politics. De…
1 year, 3 months ago
UBS On-Air: Paul Donovan Daily Audio 'Is an avocado tax credible?'
US President Trump repeated their intention to aggressively tax US consumers of goods from Canada and Mexico, starting next week. Markets do not enti…
1 year, 3 months ago
Top of the Morning: CIO Strategy Snapshot - Policy put or policy error
Jason weighs whether the main macroeconomic debate in 2025 relevant for the markets may be whether a Trump policy put is more or less likely than a p…
1 year, 3 months ago
UBS On-Air: Paul Donovan Daily Audio 'Breaking with the past'
As with many other elections in the past 12 months, the Germans voted against their incumbent government. The CDU’s Merz is expected to become the ne…
1 year, 3 months ago
Washington Weekly Podcast: Capitol Hill & Geopolitics roundup
Against the backdrop of a potential shutdown of the US government next month, Shane updates us on a range of priorities being addressed by Congress. …
1 year, 3 months ago
Sustainable Investing Perspectives with Dan Roarty (AllianceBernstein) & Amantia Muhedini (UBS CIO)
We discuss the European Union Omnibus regulations, along with Trump administration executive orders that have attracted attention to the sustainabili…
1 year, 3 months ago