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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

Client Strategy Office

Wealth Management Americas

Washington Weekly Podcast: Post-Election Day edition

11:55

On this post-Election Day episode, Shane breaks down the known results (including for the race for the White House, along with the many Congressional races). Plus, reflects on Decision 2024 voting trends and turnout. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Waiting and anticipating'

02:03

At the time of recording, the US Senate has been called for the Republican party, and the House and presidency remain open. Financial markets have moved to price a victory by former US President Trump. However, markets appear to assume that the campaign rhetoric (specifically around deportations and tariffs) will not fully translate into policy.

UBS On-Air: Paul Donovan Daily Audio 'Production, deflation, policy, and politics'

02:03

There is another wave of noise from sentiment polls (today it is the turn of service sector sentiment). French September manufacturing and industrial production data are due (manufacturing sentiment has pointed to a dramatic collapse in production since January 2023. French manufacturing output has risen over the same period).

Top of the Morning: CIO Strategy Snapshot - Homestretch

20:49

With Election Day just hours away, and a Fed policy meeting slated for later this week, Jason drops by to share CIO’s assessment heading into the election, along with what recent jobs and GDP data could mean for the course for monetary policy. We also check in on Q3 corporate earnings results, share CIO’s current market outlook, along with guidance when it comes to asset allocation. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS On-Air: Paul Donovan Daily Audio 'Data is not changing anything'

01:52

The US employment report last Friday was weak, but distorted. It does not add much useful information on the US economy, although it serves as a reminder that real time economic data is not reliable and is frequently revised. Federal Reserve Chair Powell’s strategy of data dependency depends on undependable data.

UBS On-Air: In the Now

UBS On-Air: In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else

Client Strategy Office

Washington Weekly Podcast: A look at polling and the campaign trail

09:30

With Election Day just days away, Shane drops by to update on what swing state polling is pointing to, and how the Presidential candidates are spending their final days on the campaign trail. Plus, an update on developments as it relates to Israel and Iran. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Hurricane relief, Middle East tensions, Decision 2024

13:29

Our conversation updates on relief and recovery efforts for hurricane-impacted states, recent developments surrounding growing tensions across the Middle East, and what key swing state polling is pointing to with Election Day just a few weeks away. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: UN General Assembly, Government funding, Decision 2024

13:27

We close out a busy week by recapping the annual UN General Assembly in New York, how an agreement was reached to avoid a shutdown of the US government, along with a look at the latest developments on the Presidential campaign trail. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affair US. Host: Daniel Cassidy

Washington Weekly Podcast: Post-debate polling, China legislation, Government funding

13:13

We begin by updating on the second assassination attempt of former President Trump, and where that investigation stands. We also discuss where negotiations stand as it relates a government funding bill, bipartisan legislative initiatives aimed at China, along with a look at the polls a week out from the recent Presidential debate. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Legislative agenda, Decision 2024 update

12:35

As Congress returns from summer recess, and the race for the White House heats up, Shane drops by to outline legislative priorities over the next few weeks, along with updates as to where polling for the White House and key Congressional races currently stands. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

UBS On-Air: Conversations

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

Client Strategy Office

Sustainable Investing Perspectives: COP29 preview

21:25

On this episode, Andrew Lee and Lucy Thomas preview the upcoming COP29 (2024 United Nations Climate Change Conference) in Baku, Azerbaijan, including a look at the top agenda items that will be covered at this year’s conference, namely Climate Finance. Featured are Andrew Lee, Head of Sustainable and Impact Investing for the UBS Chief Investment Office, and Lucy Thomas, Head of Sustainable Investing for UBS Asset Management. Host: Daniel Cassidy

House Call: Talking Equity Markets with UBS Asset Management

17:20

Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist.

Macro Monthly Podcast with UBS Asset Management

16:21

Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global macro environment, and markets.

Long-Term Compensation Strategies for FO Executives (Part 2)

31:01

Mark Tepsich, Family Office Design and Governance Strategist sits down with Patrick McCurry, Partner at McDermott Will & Emery, to discuss common types of long-term compensation plans for family offices and their key executives. The conversation compares and contrasts different compensation strategies and the overall process and key considerations.

Long-Term Compensation Strategies for FO Executives (Part 1)

28:19

Mark Tepsich, Family Office Design and Governance Strategist sits down with Patrick McCurry, Partner at McDermott Will & Emery, to discuss common types of long-term compensation plans for family offices and their key executives. The conversation compares and contrasts different compensation strategies and the overall process and key considerations.