Podcast Episodes
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How should I be positioned? with Ron Temple (Lazard Asset Management) and Jason Draho (UBS CIO)
On this episode, Jason and Ron meet in-studio to discuss investment considerations and opportunities as it relates to potential outcome scenarios of …
1 year, 7 months ago
Top of the Morning: CIO Strategy Snapshot - The 5% landing (UBS House View)
As talk of a “no landing” scenario for the US economy has reemerged, Jason weighs whether the US economy has already landed, though with a 5% nominal…
1 year, 7 months ago
UBS On-Air: Paul Donovan Daily Audio 'Cutting rates'
German September producer prices are expected to stay in deflation (this is not a surprise, they have been in deflation for over a year). While other…
1 year, 7 months ago
UBS On-Air: Paul Donovan Daily Audio 'The global consumer'
US data once again reminded investors of the wisdom of never underestimating the hedonism of the US consumer. September retail sales were strong (the…
1 year, 7 months ago
Top of the Morning: Preferreds - Sector update and outlook
As we look towards year-end, Frank Sileo drops by the studio to provide a performance update and outlook for the preferred securities sector. We als…
1 year, 7 months ago
UBS On-Air: Paul Donovan Daily Audio 'Rate cuts, fun, and sentiment'
The ECB meets. Final September Eurozone consumer price data should confirm that inflation has fallen almost nine percentage points from its peak, and…
1 year, 7 months ago
Around the Horn: Fixed Income Roundtable with UBS Asset Management
Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on …
1 year, 7 months ago
UBS On-Air: Paul Donovan Daily Audio 'Raising US taxes'
Former US President Trump suggested tariffs of up to 2,000% on cars imported from Mexico (an unconventional interpretation of NAFTA). US and European…
1 year, 7 months ago
Washington Weekly Podcast: Hurricane relief, Middle East tensions, Decision 2024
Our conversation updates on relief and recovery efforts for hurricane-impacted states, recent developments surrounding growing tensions across the Mi…
1 year, 7 months ago
UBS On-Air: Paul Donovan Daily Audio 'Surveys may not signal much'
UK labor market data are due. Employment is not a constraint on British consumers (and unemployment data come with quality health warnings). Average …
1 year, 7 months ago