UBS On-Air: Market Moves Client Strategy Office
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- Zaken en persoonlijke financiën
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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: 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
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Top of the Morning: CIO Strategy Snapshot - The 6% economy
The markets have been faced in recent weeks with notable economic data releases, updated views on the Fed’s course for monetary policy, rising geopolitical concerns, and Q1 corporate reporting. Jason Draho addresses all of these factors and how they’re impacting markets, and shares guidance when it comes to positioning your portfolio. Plus, Jason weighs in as to whether the US economy has already “landed”. Featured is 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 'Details, details'
Structural change is a challenge. Data becomes less reliable, and traditional economic relationships break. Last week, the UK reported London house prices underperformed the rest of the country, reflecting shifts triggered in part by flexible working. That trend changes real estate demand, consumption patterns, travel patterns, productivity, and leisure time—and tends to mean that economic activity is under-reported. This is why details in data are increasingly important.
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Middle East Escalation: Outlook and implications
Tensions in the Middle East continue to rise following Iran’s attack on Israel. To discuss the latest developments and what could happen next, Solita Marcelli, CIO Americas, UBS Global Wealth Management, is joined by Admiral James Stavridis, Vice Chair of Global Affairs at The Carlyle Group, Paul Donovan, Chief Economist, UBS Global Wealth Management, and Jay Dobson, CIO Energy and Utilities Sector Strategist, UBS Global Wealth Management.
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Washington Weekly Podcast: Geopolitics roundup, Congressional aid packages
In the wake of recent direct conflict between Israel and Iran, Shane recaps where the conflict stands and what the response has consisted of. We also preview a key weekend up on Capitol Hill where the House is slated to vote on legislation aimed at delivering several aid packages, with House Speaker Johnson’s future in question. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy
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Top of the Morning: The week in review and preview
As we conclude another trading week, we reflect on the start of the Q1 corporate earnings season, and recent activity within US equity markets. We also cover an outlook for equity market performance, as well as positioning preferences. Plus, a preview of the week ahead. Featured is Matt Tormey, Equity Strategist Americas, UBS Chief Investment Office. Host: Shaivon Chatman