UBS On-Air: Market Moves
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: 250 years of US innovation - The internet
The sixth edition of CIO’s 250 years of US innovation series, E pluribus unum, shows how the internet’s decentralized, standards-based architecture unified innovators, accelerated globalization, reshaped trade, and created new opportunities for businesses and individuals worldwide. Featured is Kevin Dennean, Technology & Telecom Equity Strategist Americas. Host: Daniel Cassidy
How should I be positioned? with Jon Cheigh (Cohen & Steers) and Jason Draho (UBS CIO)
Jon Cheigh, is the President & Chief Investment Officer of Cohen & Steers. Jon joined Jason Draho, UBS CIO Head of Asset Allocation Americas, at the 1285 podcast studio to exchange views on a range of topics, including how the current geopolitical landscape is impacting markets, where we are in the real estate cycle, investing in public vs. private markets, along with how artificial intelligence is shaping innovation and the investment landscape. Host: Daniel Cassidy
Top of the Morning: Resilience tested - Emerging markets navigate the energy shock
Emerging market bonds have held up well despite ongoing geopolitical tensions, while equities have been more exposed. We discuss the factors that are driving this divergence, and how investors should consider positioning in emerging markets given the current risks and opportunities. Featured is Alejo Czerwonko, CIO for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Sigh'
Any economist asked to assess the economic and market outlook can only offer a deep sigh of resignation. As with earlier trade deadlines, US President Trump has again extended the deadline for opening the Strait of Hormuz. However, the consequences of war deadlines are more serious than those of trade.
Top of the Morning: Raising cash - Sell or borrow?
If I have a tax bill coming due soon, should I sell investments to raise cash - potentially realizing taxes and missing out on gains - or should I borrow and pay interest on the loan so that I can keep the portfolio invested? Dan Scansaroli, Head of Global Investment Management Multi-Asset Solutions & Co-Head Investment Management Americas, and Justin Waring, Head of UBS Wealth Way Strategy & Solutions, help answer this questions and examine the tradeoff. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'The economic “phony war”'
The US insists peace talks are taking place with Iran. Markets are inclined to be skeptical of US statements in the absence of Iranian verification. The US 15-point peace plan was rejected, which was not a surprise for investors. Investors’ attitude toward the US’s Friday deadline for reopening the Strait of Hormuz is to assume the same “flexibility” is applied to trade deal deadlines.
Top of the Morning: Fixed Income market update & outlook
Leslie and Letty drop by to share a performance update and outlook for the asset class (including an outlook for the 10-yr), along with guidance around positioning in the current environment. We also touch on the spotlight article from the March edition of the Fixed Income Strategist publication which talks about the impacts of artificial intelligence to credit markets. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, & Letty Zemaitis, Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'The desire to believe'
Markets desperately want to believe in the positive. Focus on the apparent 15-point US plan to end the war has received more attention than Iranian dismissals of this, or the fact that passage through the Strait of Hormuz is minimal. Domestic US politics may be reinforcing the perception that the US wishes to exit the war. The Florida state house district that includes the Mar-A-Lago estate was won by a Democrat who campaigned on the affordability crisis, despite US President Trump endorsing and voting (by mail) for the Republican candidate.
Top of the Morning: Geopolitical & macroeconomic considerations for business owners
Paul drops by the podcast studio to share some considerations for business owners on how to navigate the current geopolitical and macroeconomic environment. We also cover what the next leg of the AI trade could look like, along with assess near-term market implications of the U.S. midterm elections later this year. Featured is Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Washington Weekly Podcast: U.S.-Iran War, DHS funding, SAVE America Act
A timely catch-up with Shane as we discuss how the U.S.-Iran War might evolve over the near-term, along with where congressional negotiations stand to resolve the Department of Homeland Security funding lapse. Plus, with a slim House GOP majority, we discuss the likelihood of the SAVE America Act being signed into law. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs U.S. Host: Daniel Cassidy
