UBS On-Air: Market Moves
1,432 episodes — Page 8 of 29
Top of the Morning: Fixed Income Strategist - Shifting gears
UBS On-Air: Paul Donovan Daily Audio 'Socking it to inflation?'
Top of the Morning: Asia’s strategic edge - Diversification, resilience, and opportunity in a shifting world
Top of the Morning: Asia’s strategic edge - Diversification, resilience, and opportunity in a shifting world
UBS On-Air: Paul Donovan Daily Audio 'Accommodating spending'
Top of the Morning: CIO Strategy Snapshot - Baker’s dozen
Top of the Morning: CIO Strategy Snapshot - Baker’s dozen
UBS On-Air: Paul Donovan Daily Audio 'March 2020'
Signal over Noise: The IMF meeting’s wall of worry
Talking Markets Podcast with Peter Wilke of Northern Trust Asset Management
Talking Markets Podcast with Peter Wilke of Northern Trust Asset Management
Macro Monthly Podcast with UBS Asset Management
Macro Monthly Podcast with UBS Asset Management
UBS On-Air: Paul Donovan Daily Audio 'Policy responses'
Talking Markets Podcast (Artificial Intelligence) with Mike Lippert (Baron Capital)
Talking Markets Podcast (Artificial Intelligence) with Mike Lippert (Baron Capital)
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 61)
UBS On-Air: Paul Donovan Daily Audio 'The Middle East lockdown'
Talking Markets Podcast (Global Energy Landscape) with James Mick of Tortoise Capital
Talking Markets Podcast (Global Energy Landscape) with James Mick of Tortoise Capital
UBS On-Air: Paul Donovan Daily Audio 'Keeping the optimistic bias'
How should I be positioned? with Jeffrey Sherman (DoubleLine) and Jason Draho (UBS CIO)
How should I be positioned? with Jeffrey Sherman (DoubleLine) and Jason Draho (UBS CIO)
UBS On-Air: Paul Donovan Daily Audio 'The Hormuz run'
Top of the Morning: CIO Strategy Snapshot - The next chapter
Top of the Morning: CIO Strategy Snapshot - The next chapter
UBS On-Air: Paul Donovan Daily Audio 'Optimistic bias versus bad news'
Across the Pond: A new normal after the ceasefire?
Across the Pond: A new normal after the ceasefire?
UBS On-Air: Paul Donovan Daily Audio 'Affording a war'
UBS On-Air: Paul Donovan Daily Audio 'Fragile or failing?'
Top of the Morning: POTUS 47 - Ceasefire: Our investment perspectives
Top of the Morning: POTUS 47 - Ceasefire: Our investment perspectives
UBS On-Air: Paul Donovan Daily Audio 'The spoils of war'
House Call: Talking Equity Markets with UBS Asset Management
House Call: Talking Equity Markets with UBS Asset Management
UBS On-Air: Paul Donovan Daily Audio 'Deadlines challenge the optimism bias'
Top of the Morning: CIO Strategy Snapshot - Where do we go from here?
Top of the Morning: CIO Strategy Snapshot - Where do we go from here?
Top of the Morning: CEO Macro Briefing Book - Insights for Dealmakers
Top of the Morning: CEO Macro Briefing Book - Insights for Dealmakers
UBS On-Air: Paul Donovan Daily Audio 'War and affordability'
Fixed Income Conversation Corner with Dan Hyman (PIMCO) and Leslie Falconio (UBS CIO)
Fixed Income Conversation Corner with Dan Hyman (PIMCO) and Leslie Falconio (UBS CIO)
Our conversation outlines the current landscape for fixed income investors, and where to locate opportunity within the asset class. We also touch on an outlook for monetary policy, rates and the macro environment. Featured are Dan Hyman, Senior Portfolio Manager with PIMCO, and Leslie Falconio, Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Markets wanted something different'
US President Trump’s remarks yesterday were a compilation of recent social media posts in both tone and content. While there were signals of an imminent US retreat from the Gulf, the aggressive remarks shaped market perceptions. US escalation (however short-lived) risks being met with an Iranian response, threatening more infrastructure damage in the Gulf. That could extend the economic damage of the war well beyond any reopening of the Strait of Hormuz.
Art Advisory: Before the Hammer - How Estimates, Guarantees, and Strategy Shape the Auction Room
Art Advisory: Before the Hammer - How Estimates, Guarantees, and Strategy Shape the Auction Room
UBS Art Advisory Specialist, Rachel Peart, sits down with Emily Kaplan, Senior Vice President and Senior Specialist, Postwar and Contemporary Art at Christie’s, to dive deeper on how auction estimates, reserves, and guarantees are set and used strategically. They examine bidder psychology and key valuation factors supported by notable examples. The episode closes with spring 2026 season highlights, led by three works from Agnes Gund’s collection and a major minimalism collection.
UBS On-Air: Paul Donovan Daily Audio 'I want to believe'
The declining number of market traders old enough to remember “The X Files” are muttering “I want to believe”. Markets want to hear good news about the Gulf war; trading negative risks would be very difficult. US President Trump is to speak tonight. This may or may not be useful, depending on whether Trump stays on script. Trump did indicate the US could retreat from the Gulf without a deal with Iran—that shortens the expected war timeline, as requiring a deal would first require direct negotiations, which do not appear to be happening.
CIO Fixed Income Roundtable Podcast Series - 1Q26 update and outlook
CIO Fixed Income Roundtable Podcast Series - 1Q26 update and outlook
Hear from members of the UBS Chief Investment Office fixed income team as they provide a performance and positioning update across fixed income sub-sectors. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, Sudip Mukherjee, Senior Municipal Strategist Americas, along with Senior Fixed Income Strategists’ Barry McAlinden, Frank Sileo, & Letty Zemaitis, from the UBS Chief Investment Office.