1,000 episodes
UBS On-Air: Market Moves Client Strategy Office
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- Business
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4.4 • 150 Ratings
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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 - Going longer for higher
We catch-up with Leslie Falconio to discuss how a shift in the Fed’s course for monetary policy has impacted fixed income assets, along with review CIO’s expectations for rate cuts in 2024, along with current positioning recommendations within fixed income. Featured is Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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Top of the Morning: Chinese equities - Comeback or a head fake?
Following a sharp rebound in Chinese equities, Xingchen weighs in as to how investors should treat their Chinese equity exposure, along with cites some near-term market catalysts that investors should be mindful of. Featured is Xingchen Yu, Emerging Markets Strategist, UBS Chief Investment Office. Host: Daniel Cassidy
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UBS On-Air: Paul Donovan Daily Audio 'Inflation numbers of limited interest'
Germany and Spain are offering final consumer price inflation data for April today. Although a lot of data is Europe is revised, the initial estimates for consumer prices are rarely altered. The narrative is of Eurozone inflation within a reasonable range of the ECB’s target, and evident disinflation pressures.
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Value investing in an uncertain world with Bill Ackman and Ryan Israel
Join us for a fireside chat that Mark Axelowitz, Managing Director and UBS Private Wealth Advisor and Solita Marcelli, Chief Investment Officer for CIO Americas, hosted with Bill Ackman, Founder and CEO of Pershing Square Capital Management, and Ryan Israel, Chief Investment Officer at Pershing Square Capital Management.
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Top of the Morning: CIO Strategy Snapshot - Macro plus Micro Markets
We take inventory of recent market performance and drivers, along with consider the prospects for downside in the markets if certain near-term macro and micro factors disappoint investor expectations - including this week’s key April inflation prints. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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3-Levels Podcast: Considerations for Traditional v. Roth accounts
On this episode of 3-Levels, Justin and Ainsley explain the differences between traditional accounts and Roth accounts, including considerations when it comes to contributions, frequency of account reviews, and taxes. Featured are Justin Waring, Senior Total Wealth Strategist, and Ainsley Carbone, Retirement Strategist, from the UBS Chief Investment Office. Host: Daniel Cassidy
Customer Reviews
Very good and entertaining
I enjoy Paul Donovan’s approach and delivery to financial news and I hope that this show will continue as-is for years to come. Well done!
Excellent
Paul Donovan is excellent!
Shocking
The level of ignorance displayed by Paul Donovan on his assessment of the protests in Ireland is shocking and disappointing. It makes me question much of his forecasts as they are undoubtedly derived from the same echo chamber as his ignorant statement regarding the Irish protests.