UBS On-Air: House View

Chief Investment Office
  • 5.0 (3)
  • Business News
  • Updated Daily

House View brings you daily, weekly, and monthly content covering our multi-asset views on economic trends and financial markets from the UBS Chief Investment Office

  1. 10h ago

    House View Daily | Markets should overcome near-term headwinds

    US stocks fell to their lowest level in over a month as a tech-led sell-off deepened, the war in Iran showed little signs of ending, and accelerating inflation intensified Federal Reserve hike worries. But we think near-term Fed hikes remain unlikely, AI fundamentals are still strong, and a path toward reopening the Strait of Hormuz should become clearer. Investors should stay positioned for equity gains and ensure portfolio diversification.

  2. 1d ago

    House View Daily | Renewed tech selling leads markets lower

    US stocks fell on Tuesday after an earlier rise on optimism about an imminent US-Iran deal. While the path toward a resolution is likely to be uneven, our base case is that diplomacy ultimately prevails, allowing investors to refocus on resilient economic fundamentals and robust earnings growth in both the US and Europe.

  3. 2d ago

    House View Daily | Health care offers more than a defensive role in portfolios

    Health care has traditionally been viewed as a defensive sector, but investors should not ignore the innovative growth opportunities it offers. Supported by technological advances and a structural shift in demographics, we favor global health care and hold a positive outlook on the Longevity theme.

  4. 3d ago

    House View Daily | Equities fall on tech pressures

    US equities and bonds fell in tandem on Friday, as concerns over potential Fed rate hikes, equity issuance by Meta, Broadcom's disappointing AI revenue outlook, and a reversal in semiconductor stocks weighed on markets. However, after the recent rally, a pullback was expected. Despite renewed worries, we expect the rally to resume.

  5. Washington Weekly Podcast: Davos takeaways, Greenland, Government shutdown

    Jan 23

    Washington Weekly Podcast: Davos takeaways, Greenland, Government shutdown

    Shane returns to share some reflections on President Trump’s policy remarks at the World Economic Forum in Davos, Switzerland, this week. This includes a look at where the Trump administration’s pursuit of Greenland stands, and what next-steps could look like in terms of negotiations with Denmark and the broader European Union. Plus, a look at where efforts stand on Capitol Hill to avoid a partial shutdown of the U.S. government. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

    11 min
  6. Washington Weekly Podcast: Healthcare, Defense, Congressional stock trading

    12/12/2025

    Washington Weekly Podcast: Healthcare, Defense, Congressional stock trading

    As we close out the series for 2025, Shane drops by for a Capitol Hill roundup as we cover developments surrounding Congressional votes on healthcare legislation, and the National Defense Authorization Act. Plus, some thoughts on renewed bipartisan efforts to ban Congressional stock trading. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs U.S. Host: Daniel Cassidy

    10 min
  7. Washington Weekly Podcast: Russia-Ukraine, Venezuela, Congressional agenda

    12/02/2025

    Washington Weekly Podcast: Russia-Ukraine, Venezuela, Congressional agenda

    Shane drops by for a geopolitics roundup with updates on the latest developments with respect to the Russia-Ukraine War and Venezuela. We also review the priorities of Congress through year-end and into early 2026. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

    11 min
  8. Washington Weekly Podcast: Election Day, IEEPA hearing, Government shutdown

    11/06/2025

    Washington Weekly Podcast: Election Day, IEEPA hearing, Government shutdown

    Shane joins to update on a variety of timely topics, including the implications of potential Election Day outcomes, the prospects for an end to the ongoing U.S. government shutdown, along with the Supreme Court’s hearing on the Trump administration’s use of the International Emergency Economic Powers Act (IEEPA). Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

    10 min
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Ratings & Reviews

5
out of 5
3 Ratings

About

House View brings you daily, weekly, and monthly content covering our multi-asset views on economic trends and financial markets from the UBS Chief Investment Office

Information

  • Creator
    Chief Investment Office
  • Years Active
    2021 - 2026
  • Episodes
    154
  • Rating
    Clean
  • Copyright
    © UBS AG
  • Show Website
    UBS On-Air: House View