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: What role can private assets play in a portfolio?
A roundtable discussion around the kind of that role can private assets play in a longer-term investment plan, including a performance update and outlook for private equity, private credit, real estate, and hedge funds. Featured are Jennifer Liu, Private Markets Strategist Americas, Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, Jon Woloshin, Real Estate & Lodging Analyst Americas, and Sean Sanborn, Hedge Fund Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Fake news'
Financial markets swung wildly yesterday on apparently false reports of a 90-day halt to US trade taxes (except for China). The volatility highlights two problems. Erratic policymaking means stories of dramatic shifts in policy are credible. The move toward Schlesinger’s “imperial presidency” model means policy shifts depend on the whims of one person. These make fake news plausible, creating market volatility.
Top of the Morning: CIO Strategy Snapshot - Navigating the uncertainty
As market volatility persists following a historical week for the global economy and financial markets, Jason shares his thoughts on last week’s tariff announcement, the potential paths forward, and how to navigate your portfolio through the uncertainty. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Top of the Morning: How are Asian economies impacted by tariffs?
Following last week’s tariff announcements from the White House, we discuss the overall impact of these developments to economies across Asia, along with the impact to Asian markets. Plus, a look at how Asian economies are preparing to weather the tariff shocks, along with positioning recommendations across the region. Featured is Xingchen Yu, Emerging Markets Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Competence matters'
Asian equity markets crashed, with Hong Kong markets down over 10%. Over the weekend, US administration officials gave contradictory statements on trade taxes, causing investors to question the existence of a masterplan. Attempts to justify attacks on the Heard Island penguins only emphasized the peculiarity of the tariff formula. US President Trump took time from their golf weekend to twice post that equity declines were “on purpose”.
