UBS On-Air: Market Moves

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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

  1. -4 h

    Top of the Morning: CIO Strategy Snapshot - Holland days

    We are in the home stretch of peak summer vacation season and that has translated to a calm in the markets. Economic data, however, continues to roll in with potential implications for the course of Fed monetary policy. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, discusses these implications, along with current investor sentiment and portfolio positioning. Host: Daniel Cassidy

    Top of the Morning: CIO Strategy Snapshot - Holland days

  2. -13 h

    UBS On-Air: Paul Donovan Daily Audio 'Growth and delays'

    Japan’s preliminary second-quarter GDP data was weaker than expected—though the headline changes were exaggerated by the fiction of annualization. Consumer spending weighed on the growth rate. While international investors have been eager to see the Bank of Japan as being too late with rate increases, the data seems to support a more gradual approach.

  3. -13 h

    Signal over Noise: Beware of the AI factor in your portfolio: the Illusion of diversification

    AI is blurring the lines between asset classes, creating correlated exposures where portfolios may appear diversified on the surface. This episode considers the limits of asset-class diversification and explores how a more dynamic, scenario-based approach can offer a clearer view of portfolio risk and help investors build more resilient portfolios.

    Signal over Noise: Beware of the AI factor in your portfolio: the Illusion of diversification

  4. -3 dias

    How should I be positioned? with Richard Bernstein (Janus Henderson) and Jason Draho (UBS CIO)

    Rich rejoins for a wide-ranging conversation with Jason that covers equity valuations, Q2 earnings reflections, Fed monetary policy, the US macroeconomic environment, and more. Plus, thoughts on portfolio positioning through year-end. Featured are Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office, and Richard Bernstein, Global Head of Macro and Customized Investing at Janus Henderson Investors. Host: Daniel Cassidy

    How should I be positioned? with Richard Bernstein (Janus Henderson) and Jason Draho (UBS CIO)

  5. -3 dias

    UBS On-Air: Paul Donovan Daily Audio 'Spin and substance'

    July US producer price data did nothing to change economists’ outlook for the Federal Reserve. Lettuce prices collapsed 72% from the previous month—this follows a health scare and a demand drop, and is unlikely to be touted as an example of disinflation by the administration.

  6. -4 dias

    Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 70)

    Following another busy week of corporate earnings releases and equities reaching all-time-highs, Burkhard weighs equity valuations, whether the data-center boom is sustainable, the longevity of productivity momentum, along with where the global race for AI dominance stands today.

    Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 70)

  7. -4 dias

    UBS On-Air: Paul Donovan Daily Audio 'After the data'

    The July US consumer price inflation data was as expected. This allowed headline writers to wax lyrical about “easing pressures on the US Federal Reserve”. Economists are not rushing to change views—the economic consensus is very clearly for unchanged US rates this year. Non-oil price pressures still seem benign, but this print was flattered by fewer gasoline price increases that will be evident in the August data.

  8. -5 dias

    Talking Markets Podcast - Muni Market Mid-Year Check-up with Eric Kazatzky of MacKay Shields

    Eric Kazatzky is a Managing Director and Client Portfolio Manager at MacKay Shields (an affiliate of New York Life Investment Management). As we’re just past the mid-way point of the year, Eric outlines YTD muni market performance, and shares a year-end performance outlook. We cover the outperformance of Revenue Bonds, whether opportunity still exists in the 12-22-year portion of the yield curve, and how to think about High Yield munis in the second-half. Host: Daniel Cassidy

    Talking Markets Podcast - Muni Market Mid-Year Check-up with Eric Kazatzky of MacKay Shields
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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

Informação

  • Autoria
    Client Strategy Office
  • Anos em atividade
    2018 - 2026
  • Episódios
    362
  • Classificação
    Para todos
  • Copyright
    © UBS AG
  • Site do programa
    UBS On-Air: Market Moves

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