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CIO Global CIO Livestream: Year Ahead 2025
The decade so far has been a “Roaring ‘20s” by many measures. Now, we’re getting set to navigate geopolitical uncertainty, lower interest rates, and …
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Budgets and bonds'
The French budget and bond yields are attracting attention, with the media ever eager to spot another Truss debacle. This weekend will (presumably) s…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'The good life'
US data on income and spending confirms that the US consumer has money and is prepared to spend it. There was not, perhaps, much doubt of the latter …
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Rate cuts and tax hikes'
The Federal Reserve meeting minutes signalled a gradual series of rate reductions next year (a quarter point each quarter seems reasonable). A Decemb…
1 year, 6 months ago
How should I be positioned? with Richard Bernstein (RBA) and Jason Draho (UBS CIO)
As 2025 quickly approaches, Rich rejoins Jason for a year-ahead discussion, spanning the macroeconomic environment, to markets, to the landscape acro…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Orthodoxy does not have influence'
Government by social media—US President-elect Trump pledged to hit US consumers with aggressive consumption tax hikes immediately on taking office. A…
1 year, 6 months ago
Top of the Morning: CIO Strategy Snapshot - The other “Trump put”
As we commence a shortened holiday trading week, Jason reflects on Friday’s announcement of global macro hedge fund investor Scott Bessent being nomi…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Does orthodoxy also mean influence?'
Markets reacted positively to US President-elect Trump nominating the financier Bessent as treasury secretary. Investors prefer orthodoxy, predictabi…
1 year, 6 months ago
Top of the Morning: Key messages and investment themes for 2025
Our series of year ahead conversations continue as Mike Gourd stops by the studio to outline the key messages and investment themes from the UBS Chie…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Political checks and balances'
Former US Congressperson Gaetz withdrew from the nomination to be US attorney general. This is not a post with much direct importance to investors (b…
1 year, 6 months ago