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UBS On-Air: Market Moves

Business & Economics Podcasts

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

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

Location:

United States

Description:

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

Language:

English


Episodes

Top of the Morning: Muni Markets - Performance reversal explained

7/6/2022
We revisit our ongoing conversation on the muni market as my guest will offer some perspective on recent performance, outline some themes to consider for your portfolio and more. Featured is Kathleen McNamara, Senior Municipal Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:08:25

UBS On-Air: Paul Donovan Daily Audio 'Crisis? What crisis?'

7/6/2022
Sterling weakened only modestly on news that around ten members of the UK government or holders of government appointments resigned. A market moving change of policy seems unlikely (even with the Chancellor of the Exchequer quitting), but there will be a period of uncertainty while Prime Minister Johnson stalks the corridors of Westminster forcing anyone wearing a blue neck tie to become a minister of the Crown.

Duration:00:04:48

UBS On-Air: Paul Donovan Daily Audio 'Time to trim trade taxes?'

7/5/2022

Duration:00:03:49

UBS On-Air: Paul Donovan Daily Audio 'Europe in focus'

7/4/2022
The US is marking the anniversary of its secession from the UK, at a time when political polarization and lack of unity in the US is particularly acute. There are still things for markets to focus on. There are some ECB speakers (remarkably, not ECB President Lagarde), although further comment is unlikely to change views about longer-term policy.

Duration:00:04:04

Top of the Morning: The week in review and preview

7/1/2022
We recap the week that was and preview what you can expect in the week ahead. Featured is Danny Kessler, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:08:01

UBS On-Air: Paul Donovan Daily Audio 'Supply, sentiment, and slowing demand'

7/1/2022
Japan’s Tokyo consumer price inflation was stable and generally unexceptional. Japan’s consumer price inflation is entirely food and fuel - prices that the money printing of the Bank of Japan has little to no influence over. Printing money demonstratively does not create inflation - printing too much money does. The Tankan survey of business sentiment disappointed the consensus a little.

Duration:00:04:23

How should I be positioned? with David Kelly (JPMorgan Asset Management) and Jason Draho (UBS CIO)

6/30/2022
We discuss the macroeconomic environment, including whether a recession might be on the horizon, and how macro considerations, namely inflation, might translate to the Fed and their course for monetary policy. We also spend time on asset allocation for the current environment. Featured are Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office, and David Kelly, Chief Global Strategist with JPMorgan Asset Management. Host: Daniel Cassidy

Duration:00:32:54

Top of the Morning: Emerging Markets - Managing the bear

6/30/2022
Our conversation turns focus back to the emerging markets as my guest outlines how the economic landscape across the EM compares to that of the US, along with a look at where opportunities exist for EM investors and the investment implications to be mindful of. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:11:00

Top of the Morning: US Information Technology - Five key questions for a potential recession

6/29/2022
Our conversation revisits information technology as my guest offers mid-year reflections on group performance and outlines some key considerations relative to the group for a potential recession. Featured is Kevin Dennean, Technology and Communications Services Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:18:02

Sustainable Investing Perspectives Podcast with Michelle Dunstan (AllianceBernstein) and Amantia Muhedini (UBS CIO)

6/29/2022
Our discussion outlines the attributes that make a company or portfolio ‘sustainable’, the evolution of ‘Governance’ and how to invest in biodiversity. Featured are Amantia Muhedini, CIO Sustainable and Impact Investing Strategist Americas, UBS Chief Investment Office and Michelle Dunstan, Chief Responsibility Officer, AllianceBernstein. Host: Daniel Cassidy

Duration:00:23:00

CIO Livestream - Mid-year outlook

6/29/2022
Chief Investment Officer Mark Haefele and colleagues from around the world discussed the four possible market outcomes for the second half of the year, and how investors can build robust portfolios that protect wealth and generate yield.

Duration:00:31:44

UBS On-Air: Paul Donovan Daily Audio 'Disinflation forces at work'

6/29/2022
German consumer price inflation is due; the state of North Rhine Westphalia showed a noticeable decline in its inflation number. Markets had been expecting inflation to increase nationally, so evidence of disinflation, even from just one state, is a surprise. Spanish consumer price inflation is also due.

Duration:00:05:13

Engineering the Future with Chetan Tolia ‘UBS Next’

6/28/2022
An in-depth conversation about life, innovation and the future of finance with Chetan Tolia, Head of UBS Next - UBS’s venture and innovation unit. In this discussion Chetan talks about his childhood in Kenya, his early exposure to tech and innovation, career lessons, and ultimately, his focus as the Head of UBS Next. To learn more visit www.ubs.com/digitalnext.

Duration:00:20:18

UBS On-Air: Paul Donovan Daily Audio 'Stockpiling problems?'

6/28/2022
The economic calendar is full of central bankers tripping over themselves in their rush to get into the media spotlight. ECB President Lagarde will be speaking twice. The ECB’s central bank forum is more likely to focus on longer-term considerations than immediate market concerns.

Duration:00:04:40

Top of the Morning: CIO Strategy Snapshot - Stagflation, reflation, soft landing, or slump?

6/27/2022
Following what has been a volatile first half of the year, our conversation focuses on four market scenarios that could play out over the course of the next six months and how to position your portfolio accordingly. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:21:24

UBS On-Air: Paul Donovan Daily Audio 'Central bank challenges'

6/27/2022
Russia is considered in default on an international bond payment due Sunday; this was expected, limiting market impact. G7 leaders are considering ways of imposing an oil price cap on Russia. Russian oil flows have shifted towards Asia. To capture those flows, the idea is that oil shipments could not be insured or financed by G7 companies if an oil price cap was breached.

Duration:00:04:31

Top of the Morning: Fixed Income Strategist - High Yield Insights

6/24/2022
Our conversation turns focus back to fixed income as my guests share their thoughts on the state of credit markets in a rising rate environment, how to think about positioning within the broader asset class, an outlook for rates and more. Featured are Alina Golant, Senior Credit Strategist Americas, and Leslie Falconio Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:16:04

UBS On-Air: Paul Donovan Daily Audio 'Printing no inflation'

6/24/2022
Japanese May consumer price inflation was steady - the US style core calculation rose 0.2 percent year over year, meaning nearly all the inflation is food and fuel. This challenges those who point to money printing as the source of inflation - Japan’s monetary base grew rapidly in the pandemic. Printing money does not create inflation. Printing too much money creates inflation. Money demand must always be considered.

Duration:00:04:28

Top of the Morning: Thematic investing for the current environment

6/23/2022
Our conversation turns focus back to thematic investing as my guest highlights the long term investment themes on the radar of the Chief Investment Office and how these themes might be impacted by the current market environment. Featured is Michelle Laliberte, Thematic Investing Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:12:18

UBS On-Air: Paul Donovan Daily Audio 'How fast is the economy slowing?'

6/23/2022
Federal Reserve Chair Powell - the 21st century equivalent of former Fed Chair Burns - testified to Congress that the Fed was not trying to create a recession. That sounds suspiciously like forward guidance. The Fed has destroyed all credibility around forward guidance. The challenge is that recent extraordinary events have changed ordinary economic behavior.

Duration:00:04:43