UBS On-Air: Market Moves Client Strategy Office
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UBS On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior
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Top of the Morning: The CEO Macro Briefing Book quarterly update
Jason and Paul rejoin the podcast in-studio to discuss the second edition of the new CEO Briefing Book quarterly series. We dive into how the macroeconomic environment, the landscape for corporate transactions, and geopolitics have all evolved thus far in 2024, and in turn what that means for corporate operating environments and decision making. Featured is Jason Draho, Head of Asset Allocation Americas, and Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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UBS On-Air: Paul Donovan Daily Audio 'Guessing games'
The US releases its first guess at first quarter GDP (a generally accurate number should be available sometime around 2029 or 2030). The rapid pace of structural change means that increasing amounts of economic activity are likely being missed in this sort of data. Overall, there should be some signs of a slowdown, but middle-income consumers will still provide resilience.
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Top of the Morning: How to prepare for (potentially) higher taxes
As US taxes are expected to rise (especially for wealthy families), spanning income tax, capital gains tax, and estate tax, Justin and Ainsley join to discuss strategies that investors can leverage in order to prepare. Featured are Justin Waring, Senior Total Wealth Strategist, and Ainsley Carbone, Retirement Strategist, from the UBS Chief Investment Office. Host: Daniel Cassidy
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How should I be positioned? with Matt McLennan (First Eagle) and Jason Draho (UBS CIO)
Matt rejoins Jason in the studio for a discussion around the US macroeconomic environment, including an outlook for growth, inflation and Fed rate cuts. We also spend time outlining portfolio positioning preferences. Featured is Matt McLennan, Co-Head of the Global Value Team, First Eagle Investment Management, and Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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UBS On-Air: Paul Donovan Daily Audio 'US defunds Gen Z'
The US Senate has passed legislation defunding parts of Gen Z, with a ban on TikTok being allowed in US app stores unless the Chinese owner sells within 270 days. This potentially removes the economic activity generated by US content creators (influencers reportedly have an average income of over USD120,000—albeit with a very uneven income distribution). This economic activity may be underreported in official data, but it still takes place.
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Top of the Morning: Fixed Income Strategist - Q2 outlook
Our conversation outlines performance expectations for fixed income over the next few months, along with CIO’s current thinking on Fed rate cuts in 2024. We also review allocation fixed income allocation preferences. Featured is Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office. Host: Shiavon Chatman
用户評論
Could be interesting but…
This could be interesting but the sound quality on most of the episodes (remote attendees usually unclear and muffled) makes them very difficult to understanding.