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Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 61)
On this episode of Viewpoints, Burkhard reflects on the evolution of the ongoing U.S.-Iran War, and what equity markets and bond yields have been sig…
1 month, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'The Middle East lockdown'
US President Trump vowed to continue investigating the Federal Reserve, and possibly fire Fed Chair Powell. Fed Chair nominee Warsh’s confirmation co…
1 month, 2 weeks ago
Talking Markets Podcast (Global Energy Landscape) with James Mick of Tortoise Capital
James Mick serves as a Senior Portfolio Manager and member of the Investment Committee at Tortoise Capital. As the U.S.-Iran War continues, James pr…
1 month, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Keeping the optimistic bias'
US President Trump suggested talks with Iran could begin within two days. Investors have received enough independent confirmation to give the idea cr…
1 month, 2 weeks ago
How should I be positioned? with Jeffrey Sherman (DoubleLine) and Jason Draho (UBS CIO)
Jeffrey Sherman, is the Deputy Chief Investment Officer, and Portfolio Manager at DoubleLine Capital. Jeffrey joined Jason Draho, UBS CIO Head of As…
1 month, 2 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'The Hormuz run'
Media reports suggest a China-owned tanker is attempting the Strait of Hormuz run (impressive, but can it do the Kessel run in 12 parsecs?). This def…
1 month, 2 weeks ago
Top of the Morning: CIO Strategy Snapshot - The next chapter
Following this past weekend’s US-Iran peace talks in Pakistan, investors are left with fresh uncertainty as to how the conflict evolves from here. A…
1 month, 3 weeks ago
UBS On-Air: Paul Donovan Daily Audio 'Optimistic bias versus bad news'
The collapse of Iran-US talks predictably pushed oil prices higher and equities lower. US President Trump declared an “immediate” blockade of Hormuz—…
1 month, 3 weeks ago
Signal over Noise: SpaceX goes public-Mega-IPOs drive market rotation and index rebalancing
If confirmed, SpaceX’s record-setting IPO is set to reshape public markets-prompting investor reallocations and forcing index funds to revisit rebala…
1 month, 3 weeks ago
Across the Pond: A new normal after the ceasefire?
Events in the Middle East have moved swiftly, shifting markets from fears of escalation to cautious optimism following the announcement of a ceasefir…
1 month, 3 weeks ago