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
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 8)
11:18On this week’s episode of Viewpoints, Burkhard explains the underestimated importance of the upcoming European elections, football championships, and the Olympics, along with what investors can learn from professional athletes, coaches, and teams.
UBS On-Air: Paul Donovan Daily Audio 'Polling problems'
02:08Japan published some labor market data, with April cash earnings. On a like-for-like comparison, these were somewhat weaker than expected (and they remain negative in real terms). There are two points worth bearing in mind. An increasing share of Japanese consumers do not depend on earnings to finance consumption, because of population aging. And more of the Japanese economy has been supported by foreign consumers as tourists.
How should I be positioned? with Paula Campbell Roberts (KKR) and Jason Draho (UBS CIO)
32:42Paula joins Jason in-studio for a discussion around the US macroeconomic environment, including an outlook for growth, inflation and Fed rate cuts. We also spend time outlining portfolio positioning preferences. Featured is Paula Campbell Roberts, Chief Investment Strategist for Global Wealth, KKR, and Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Immigration and consequences'
02:25The US provides the main data releases. JOLTS data on job vacancies is expected to continue to decline. The initial surge in vacancies in 2021 was strongly influenced by labor market churn. As that subsided, vacancy rates fell. Nominal wage growth continues to slow, which argues against a tight labor market.
Top of the Morning: CIO Strategy Snapshot - Convergence
16:28To begin the week (and a new month), Jason reflects on May market performance drivers, and outlines what investors should be mindful of throughout the month of June, and into the summer season. We also take a pulse on current investor sentiment, and review the current allocation recommendations per the June UBS House View. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy