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

07 Aug 2026

UBS On-Air: Paul Donovan Daily Audio 'Trading into consumer demand'

China’s July export data was somewhat stronger than expected. The big three electrification exports have collectively been important to export growth. China’s exports to the US are steady around pre-pandemic levels (using China’s data, which is probably a better reflection of trade trends). German June exports were stronger than expected and (of course) past data was revised stronger.

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06 Aug 2026

UBS On-Air: Paul Donovan Daily Audio 'What economists do not know'

Today is the release of everything economists do not understand about the US economy—otherwise known as second quarter productivity. Productivity has assumed mythical status as people search for AI benefits. While technology should improve a company’s or sector’s productivity, its macro impact is less certain as people move into less productive jobs. Some productivity gains will not be counted—my robot lawnmower has substantially improved my productivity, but cutting my lawn was never part of GDP.

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05 Aug 2026

Credit Investments Group Quarterly Spotlight with UBS Asset Management

Michael Adelman and Matt Iannuci, along with Eileen Liu, Head of US Client Portfolio Management, join to discuss recent market developments within high yield bonds and broader credit markets.

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05 Aug 2026

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 69)

As global equity markets set new all-time-highs and show signs of recovery from July indigestion, Burkhard outlines the factors that are driving current investor sentiment. We also cover the currency intervention by the US Fed and Bank of Japan. Plus, a market tie-in to Sysiphus, the hero of the ancient Greek-saga “A happy man”.

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05 Aug 2026

UBS On-Air: Paul Donovan Daily Audio 'Stimulus and redistribution'

Oil prices are down and the optimism bias is up. There are hopes for an Iran-Oman settlement on post-war control of the Strait of Hormuz. This would probably mean tolls eventually (probably branded a “tariff” or an “environmental charge” according to political bias). A toll would be economically negligible. Iran cementing control of the Strait has implications for insurance, supply chain security, and Gulf infrastructure investment.

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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

07 Aug 2026

House View Daily | Fed inflation concerns put US data in focus

Renewed uncertainty over the reopening of the Strait of Hormuz has pushed oil prices and bond yields higher, reviving concerns that the Federal Reserve may need to tighten policy. Policymakers have made clear that they are willing to raise rates if inflation remains too high. But we believe moderate labor-market slowing and further underlying disinflation will allow the Fed to remain on hold this year.

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06 Aug 2026

House View Daily | Gold’s rally has support

Gold has risen to its highest level in seven weeks, and we think the medium- to longer-term case for holding the metal remains supported by lower real rates, a softer dollar, and central bank buying. We continue to see a role for gold in diversified portfolios.

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05 Aug 2026

House View Daily | Strong earnings and easing geopolitical risks lift S&P 500 to record high

Recovering sentiment toward the AI trade, strong earnings results, and signs of diplomatic progress in the US-Iran conflict pushed equities higher on Tuesday. Continued AI investment, broadening earnings growth, and a patient Fed support our constructive view on equities.

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04 Aug 2026

House View Daily | AI opportunities beyond tech

The AI story is evolving beyond a narrow tech trade. We see opportunities across the broader value chain, from power to chips to health care.

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03 Aug 2026

House View Daily | Earnings strength, disinflation support a constructive outlook

July brought a sharp reminder that geopolitical risks, inflation concerns, and crowded trades can still unsettle markets. Even so, stronger earnings, moderating inflation, and resilient demand should help sustain a constructive backdrop for diversified investors.

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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

25 Jun 2026

Planning Podcast Series: Planning for the LGBTQ Family

In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, discuss what makes planning for the LGBTQ community unique. Host: Daniel Cassidy

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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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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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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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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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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.

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22 Jul 2026

Midterm en EEUU: ¿qué tanto importan para los mercados?

En noviembre, Estados Unidos renueva su Congreso con mayorías más estrechas que nunca. En este episodio de UBS LatAm Access, Alberto Rojas y Alejo Czerwonko analizan los escenarios posibles, su impacto real en los mercados globales y qué significa para América Latina.

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Cover Mercados en Breve

15 Jul 2026

Mercados en Breve: ¿Hong Kong superó a Suiza?

Por primera vez en la historia, Hong Kong superó a Suiza como la plaza número uno de manejo de patrimonios offshore en el mundo. En este episodio de Mercados en Breve, Alejo Czerwonko analiza qué cambió, qué se mantuvo y qué se puede concluir del reporte anual de riqueza global de BCG.

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08 Jul 2026

¿627 mil millones confirman un cambio profundo en inversión?

El Global Family Office Report 2026 de UBS encuestó 307 familias con un patrimonio total de 627 mil millones de dólares. En este episodio de UBS LatAm Access, Alejo Czerwonko y Maximilian Kunkel (responsable de Global Family Offices en UBS) analizan cómo los grandes patrimonios navegan la IA, la geopolítica y la disminución de la influencia del dólar.

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Cover Mercados en Breve

01 Jul 2026

Mercados en Breve: ¿se consolida el giro pro-mercado en Latam?

Perú y Colombia fueron a las urnas y ambos eligieron gobiernos pro-mercado con márgenes estrechos. En este episodio de Mercados en Breve, Alejo Czerwonko analiza qué significan estos resultados para la región y qué señales están leyendo los mercados.

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24 Jun 2026

Asia: perspectivas del epicentro tecnológico y geopolítico

Asia es hoy el epicentro de dos revoluciones simultáneas: la tecnológica y la geopolítica. En este episodio de UBS LatAm Access, Gabriela Soní y Alejo Czerwonko comparten las reflexiones de su visita a Hong Kong y Shenzhen, y qué implica para una cartera latinoamericana.

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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.

CIO Insights cover

29 Jun 2026

ElectionWatch Brazil 2026 | Cenário macro e eleições: juros altos e sinais de estabilidade

Neste episódio, Débora Nogueira, Senior Economist no UBS GWM, e Victoria Roquetti, Research and Analysis Associate no UBS GWM, atualizam o cenário macro com foco na vulnerabilidade externa do Brasil, dinâmica de juros, inflação e endividamento das famílias. Também analisam as pesquisas eleitorais recentes, comparando a evolução atual com 2022.

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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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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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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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17 Mar 2026

ElectionWatch Brazil 2026 | Eleições no Brasil e o caminho até 2026 para a economia e mercados

Como parte do ElectionWatch 2026, iniciamos a cobertura das eleições brasileiras com Solange Srour, Head of Macroeconomics no UBS Global Wealth Management, e Débora Nogueira, Senior Economist do UBS Global Wealth Management, que analisam os principais desafios do próximo governo, o cenário fiscal e a corrida eleitoral.

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