UBS On-Air: Market Moves

Latest Episodes:

Top of the Morning: Emerging Markets - Opportunities in the second half Jun 27, 2024

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Our conversation revisits the emerging markets as we discuss how the asset class has evolved in recent years, performance expectations for the asset class through year-end, and considerations when it comes to portfolio positioning. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Officer. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Presentation, not policy' Jun 27, 2024

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US first quarter GDP is revised, and will keep being revised; we will not have a clear picture of current GDP performance for five years or more. Markets will pay some attention to prices from the personal consumer expenditure deflator, but May data is due tomorrow. Politicians use GDP as a weapon or a rallying cry, but GDP is so far from real world living standards that voters do not care whether growth is reported as 1.4% or 1.3%.

Top of the Morning: A ‘Roaring 20s’ scenario for the US economy - Updated assessment Jun 26, 2024

Show notes

Our conversation revisits the possibility of a ‘Roaring 20s’-style economy to take shape in the US, as we review the updated assessment of such a scenario from the UBS Chief Investment Office. Featured is Jason Draho, Head of Asset Allocation Americas, and Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

House Call: Talking Equity Markets with UBS Asset Management Jun 26, 2024

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A monthly check on US equity market performance and positioning considerations with Jeremy Zirin, Senior Portfolio Manager, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist with UBS Asset Management.

UBS On-Air: Paul Donovan Daily Audio 'Political stereotypes' Jun 26, 2024

Show notes

There are several ECB speakers on the agenda today. One speaker, Rehn, has already suggested that two further rate cuts are a reasonable estimate for ECB action this year. This is in line with most economists’ views.

Top of the Morning: How to navigate political bias when investing Jun 25, 2024

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Our conversation today focuses on the current election cycle as it relates to the potential impacts of political bias when it comes to financial decision making, and how to navigate accordingly. Featured are Justin Waring, Senior Total Wealth Strategist, and Ainsley Carbone, Retirement Strategist, from the UBS Chief Investment Office. Host: Daniel Cassidy

Macro Monthly Podcast with UBS Asset Management Jun 25, 2024

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Hear from top investment professionals from the UBS Asset Management’s Multi-Asset Team.

The Energy Transition: The road ahead & Investment considerations Jun 25, 2024

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Jay Dobson is joined by Dave Intoppa for an in-depth conversation about where we are in the energy transition story, including a look at technological innovations, investment considerations, and what to expect in the years (and decades) ahead. Featured are Jay Dobson, Energy and Utilities Sector Strategist Americas, with the UBS Chief Investment Office, and Dave Intoppa, Portfolio Manager, at Newton Investment Management (BNY Investments). Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'The King Canute problem' Jun 25, 2024

Show notes

In the absence of interesting data, markets focus on less important things, like politics. France has a political debate between current Prime Minister Attal, Rassemblement National president Bardella, and Nouveau Front Populaire leader Bompard. Presumably they will promise voters everything that they desire, without explaining how it will be paid for. Some plans are estimated to cost two Trusses (4% of GDP of unfunded commitments). The reality of government is likely to moderate such plans.

CIO Global Livestream: Rates, China, AI, US elections: Our 2H outlook Jun 24, 2024

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In a special session from Singapore, Chief Investment Officer Mark Haefele is joined by Min Lan Tan, Head CIO of APAC, Paul Donovan, Chief Economist, and Sundeep Gantori, Equity Strategist, to discuss our outlook for the second half of the year and provide recommendations for investors.

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