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
Wealth Management Americas
Top of the Morning: Emerging Markets in the Roaring 20s
12:04Our series of year ahead conversations continue with a look at expectations for emerging market assets in 2025, including equities, bonds, and currencies. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Après moi, le déluge?'
02:25The French government faces a vote of confidence tomorrow, with both the far right and the left pledging to vote against Prime Minister Barnier over the budget. A likely scenario would be Barnier continuing as a caretaker prime minister, and the 2024 budget being rolled over.
Top of the Morning: CIO Strategy Snapshot - Festive not frothy, yet
20:24Are the markets getting too frothy, and have investors become too exuberant? Jason weighs these concerns, along with takes inventory of tariffs being considered by the incoming US administration, along with the potential market impact of them. We also preview a busy week ahead for US labor market data, and Fed speakers. Plus, thoughts on how to position for the current environment. Featured is Jason Draho, Head of Asset Allocation, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'The importance of being the dollar'
02:03US President-elect Trump has threatened to tax US consumers aggressively via tariffs, if countries “replace” the dollar. It is not clear what “replacing” means. The US dollar is only one international invoicing currency among many. Over half of Eurozone exports are invoiced in euros, for instance. Invoicing status is of limited importance.
CIO Global CIO Livestream: Year Ahead 2025
30:34The decade so far has been a “Roaring ‘20s” by many measures. Now, we’re getting set to navigate geopolitical uncertainty, lower interest rates, and transformative innovation in the years ahead. As we approach the midpoint of the decade, a key question is whether US political change might extend or end this “Roaring ‘20s” dynamic. To help you start the new year with confidence, join our global livestream where the Global Head of Investment Communications Kiran Ganesh and colleagues will outline our top ideas for 2025, share key investment insights, and provide strategies for achieving long-term investment success.
