Market Moves

Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

House View

House View brings you regular content covering our multi-asset views on economic trends and financial markets from the UBS Chief Investment Office.

Conversations

Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere

UBS On-Air: Market Moves

UBS On-Air: Market Moves

Client Strategy Office

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

23 Jun 2026

UBS On-Air: Paul Donovan Daily Audio 'Equity volatility, economists’ indifference'

Technology equities exhibited some volatility overnight (South Korea’s markets falling quite noticeably). This is not caused by shifting economic expectations, allowing economists to exhibit indifference. It is too soon to be talking about wealth effects, and for now, consumers’ desire to consume should outweigh any consequences of market volatility.

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02:32

22 Jun 2026

Top of the Morning: The Great Wealth Transfer - An introduction

An introduction to what The Great Wealth Transfer is, the implications of immense wealth changing hands, and how wealth managers must adapt to fulfill the needs and preferences of future wealth holders. Over a multiple part series of episodes, Marianna Mamou, Head of Advice Beyond Investing with the UBS Chief Investment Office, will break down these topics further. Host: Daniel Cassidy

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11:15

22 Jun 2026

Signal over Noise: A new Fed framework

This episode explores the signals in the most consequential Fed debut in nearly two decades: what happened, how markets reacted, and where to go from here. The Fed held rates steady for a fourth consecutive meeting, while Warsh was more hawkish than expected, emphasizing price stability and the Fed’s institutional credibility alongside a shift away from the easing bias. It also examines how he opted for a more concise statement and the decision not to submit a forecast to the Fed’s dot plot.

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04:56

22 Jun 2026

UBS On-Air: Paul Donovan Daily Audio 'Sticking with the optimistic bias'

There has been a heated exchange over the situation in the Gulf this weekend. However, US Vice President Vance is in Switzerland to talk with Iranian officials. There have been cautiously positive statements from Iran on the talks, and given market perceptions of the balance of power, that fact (plus the inherent market bias to optimism) has produced lower oil prices.

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02:15

19 Jun 2026

Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook

Join David Lefkowitz, Head of Equities Americas, each month for a look at the factors that are driving performance across US equities. We also cover risk considerations, thematic focuses, and positioning recommendations from the UBS Chief Investment Office (as outlined within the latest UBS House View). This month, David discusses how much new equity issuance there could be this year from both IPOs and existing companies, explains CIO’s continued positive outlook for US equities, and how he’s thinking about monetary policy under Fed Chairman Kevin Warsh. Host: Daniel Cassidy

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16:31

UBS On-Air: House View

UBS On-Air: House View

Chief Investment Office

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

22 Jun 2026

House View Daily | Record equity issuance shouldn't be a headwind for equity markets

The window has swung back open for new IPOs and secondary offerings, with share issuance likely to reach a record high in dollar terms this year. But we do not think this will be challenging to absorb given the growth of the overall equity market.

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19 Jun 2026

House View Daily | Why we believe equities can still move higher

The AI rally has been one of the defining features of markets in the first half of the year. While we think it can drive further gains, we also believe the rally will continue to broaden across the rest of the market. We think investors should stay invested, while keeping diversification at the center of portfolio construction

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18 Jun 2026

House View Daily | Warsh era starts on a hawkish note

The FOMC held the policy rate unchanged at 3.5-3.75%, but the combination of higher inflation projections, a hawkish distribution of rate forecasts, and the removal of forward guidance points to a restrictive-for-longer policy stance.

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17 Jun 2026

House View Daily | Markets on Warsh watch

The Federal Reserve is expected to keep rates steady today, but markets will be watching Kevin Warsh's debut press conference as chair and his outlook on inflation and rates. We maintain the view that the Fed should resume easing next year, benefiting short- and medium-duration quality bonds.

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16 Jun 2026

House View Daily | What tighter US frontier model rules could mean for the AI trade

An unexpected US intervention shows how quickly AI policy can shift from theory to tangible risk. With this year’s equity rally directly linked to AI demand expectations, we examine how a tighter US regulatory approach could impact AI spending, talent, and model leadership.

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UBS On-Air: Conversations

UBS On-Air: Conversations

Client Strategy Office

UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere

22 May 2026

2026 Planning Guide podcast

Jacqueline Denton and Matt Fecteau from the UBS Advanced Planning Group join UBS Conversations to discuss the 2026 Planning Guide, new charitable income tax deduction rules, and qualified small business stock. Host: Daniel Cassidy

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10:08

11 Mar 2026

Sustainable Investing Perspectives: Renewable energy & Infrastructure trends

A roundtable discussion on growing global demand and application trends in renewable energy and infrastructure, along with a look at technological innovations and investment considerations associated with these themes. Tiffany Agard, from the UBS CIO Investment Management Sustainable & Impact Investing team, is joined by Jay Dobson, UBS CIO Energy & Utilities Equity Strategist, and Chris Leslie, Senior Managing Director, Green Investments, at Macquarie Asset Management.

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31:33

03 Feb 2026

Sustainable Investing Perspectives: Shifts shaping portfolios in 2026

Sustainable investing is entering a new era, one where outcomes, resilience, and real-world impact sit at the center of portfolio construction. From equities to fixed income to alternatives, 2026 brings both structural challenges and compelling opportunities. Tiffany Agard and Andrew Lee, from the CIO Sustainable & Impact Investing team, share how investors can navigate these themes, where fundamentals are strengthening, and what it means to build portfolios equipped for the world we’re heading into.

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18:11

23 Jan 2026

Top of the Morning: Women and health - Challenges and opportunities

The UBS Women and health reports examines the gender health gap - what it is, and how it affects women’s lives and financial wellbeing. We discuss these topics and highlight the rapid growth over the last few years in awareness around women’s health and in the startup scene of companies try¬ing to provide solutions. Featured is Marianna Mamou, Head of Advice Beyond Investing, UBS Chief Investment Office. Host: Daniel Cassidy

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11:57

21 Jan 2026

Top of the Morning: 2026 Roth catch-up explained

Our conversation spotlights an important retirement savings change taking effect in 2026 as part of the SECURE 2.0 Act. For certain high wage earners, catch-up contributions will be required to be made on a Roth basis, which means they’ll be taxed at the time of contribution rather than at withdrawal. Tune in to learn about what’s changing, why this matters, and what to do about it. Featured are Ainsley Carbone, Retirement Strategist, and Justin Waring, Head UBS Wealth Way Strategy & Solutions. Host: Daniel Cassidy

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13:53

UBS On-Air: LatAm access Spanish

UBS LatAm Access en español

Client Strategy Office

LatAm Access le brinda las perspectivas y visiones de expertos, con un enfoque en los mercados de Latinoamérica y las tendencias globales.

17 Jun 2026

Mercados en Breve: ¿por qué bajan la nota a México?

Las agencias calificadoras encendieron luces amarillas sobre México, pero el mensaje no es de crisis. En este episodio de Mercados en Breve, Gabriela Soní explica qué están viendo realmente las calificadoras y cuál es el principal reto del país.

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06:18

10 Jun 2026

Mercados emergentes: ¿por qué Latam rompe el patrón?

En un entorno de tasas altas y dólar fuerte, los mercados emergentes deberían sufrir. Pero América Latina está rompiendo el patrón histórico. En este episodio de UBS LatAm Access, Gabriela Soní (CIO, UBS México) y Alberto Rojas (CIO EM, UBS) analizan por qué la región lidera la deuda emergente y qué significa para los inversionistas.

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15:58

03 Jun 2026

Mercados en Breve: ¿qué va a pasar con Venezuela y Cuba?

Venezuela en transición, Cuba en crisis. En este episodio de Mercados en Breve, Alejo Czerwonko (CIO de Mercados Emergentes, UBS) conversa con John Feeley (diplomático estadounidense) sobre el panorama político de ambos países.

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07:54

27 May 2026

Crisis petrolera global: ¿puede ser el momento de Latam?

La crisis energética global está generando escasez en Asia y precios más altos. En este episodio de UBS LatAm Access, Alejo Czerwonko y Orlando Cabrales, presidente de Frontera Energy, analizan las oportunidades que esta crisis abre para América Latina.

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14:03

20 May 2026

Mercados en Breve: ¿puede el arte considerarse un “refugio” relativo para su cartera?

En este episodio de Mercados en Breve, Alejo Czerwonko conversa con los coleccionistas Benedicta Badía y Antonio Murzi sobre el arte como pasión, refugio de valor y activo de inversión

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07:05

UBS On-Air: LatAm access Portuguese

UBS LatAm Access em português

Client Strategy Office

LatAm Access traz importantes insights de renomados especialistas nos mercados da América Latina e tendências globais.

10 Jun 2026

O que esperar dos mercados no segundo semestre

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM, debatem os principais direcionadores dos mercados para o segundo semestre, como inflação global e eleições, além de compartilhar suas recomendações de carteira.

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42:04

10 Jun 2026

ElectionWatch Brazil 2026 | Eleições e Ajuste Fiscal: desafios e perspectivas para o Brasil

Neste episódio, Solange Srour, Head of Brazil Macroeconomics no UBS GWM, e Débora Nogueira, Senior Economist no UBS GWM, recebem o Prof. Vladimir Teles, professor na FGV EESP, para discutir os desafios do ajuste fiscal, os impactos das reformas recentes e as perspectivas econômicas para o próximo governo.

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40:15

12 May 2026

Mercados globais e Brasil: o que explica o desempenho recente?

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no UBS GWM discutem o desempenho recente dos mercados de renda variável no Brasil e no exterior, destacando como Estados Unidos, com forte contribuição do setor de tecnologia, e Brasil, impulsionado por petróleo e commodities, vêm apresentando resultados consistentes apesar de composições setoriais distintas.

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42:04

08 May 2026

ElectionWatch Brazil 2026 | Eleições no Brasil e a agenda internacional: economia global e perspectivas

Neste episódio, Solange Srour, Head of Brazil Macroeconomics no UBS GWM, e Débora Nogueira, Senior Economist no UBS GWM, analisam os principais insights das reuniões do FMI e do Banco Mundial, abordando o impacto da geopolítica e dos conflitos globais na economia internacional e seus reflexos no Brasil, com foco em inflação, endividamento das famílias e o cenário político-eleitoral recente.

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35:32

13 Apr 2026

Energia e geopolítica no centro do cenário internacional

Neste episódio, Luciano Telo, CIO para o Brasil no UBS GWM, e Ronaldo Patah, estrategista de investimentos do UBS GWM, analisam os impactos dos riscos geopolíticos e da alta do petróleo no cenário local, internacional e na alocação do UBS.

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32:06

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