Podcast Episodes
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Macro Monthly Podcast with UBS Asset Management
Hear from top investment professionals from the UBS Asset Management’s Multi-Asset Team.
1 year, 6 months ago
The Energy Transition: The road ahead & Investment considerations
Jay Dobson is joined by Dave Intoppa for an in-depth conversation about where we are in the energy transition story, including a look at technologica…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'The King Canute problem'
In the absence of interesting data, markets focus on less important things, like politics. France has a political debate between current Prime Minist…
1 year, 6 months ago
CIO Global Livestream: Rates, China, AI, US elections: Our 2H outlook
In a special session from Singapore, Chief Investment Officer Mark Haefele is joined by Min Lan Tan, Head CIO of APAC, Paul Donovan, Chief Economist,…
1 year, 6 months ago
Top of the Morning: CIO Strategy Snapshot - UBS House View
This week, Jason outlines the events that are set to take place that will not only determine the investment landscape through year-end, though also s…
1 year, 6 months ago
Sustainable Investing Perspectives with Amy O’Brien (Nuveen) and Amantia Muhedini (UBS CIO)
For this month we focus on the 2024 proxy season, including a review of expectations, a look at some notable trends and themes, along with comparison…
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Politics, sadly, is in focus'
This week has a lot of politics in it, and markets are rarely that good at pricing political risk. The US presidential debate may make investors pay …
1 year, 6 months ago
Washington Weekly Podcast: SCOTUS Rulings (continued), G7 Summit, Russia-North Korea pact
This week we follow-up on rulings issued by the Supreme Court, including US tax on foreign business income. Shane also provides some takeaways from …
1 year, 6 months ago
UBS On-Air: Paul Donovan Daily Audio 'Following inflation lower'
Yesterday’s central bank decisions support the trend of following inflation lower. The Swiss rate cut reflected a desire to stabilize real rates, not…
1 year, 6 months ago
Top of the Morning: 2024 Second-half market outlook
With the halfway point of 2024 having arrived, we reflect on how market and macro conditions have evolved thus far, and share expectations for the ba…
1 year, 6 months ago