We continue with our series of thematic investing conversations for an update on opportunities within short-duration pan-American bonds. Featured are Alina Golant, Senior Fixed Income Strategist Americas, Barry McAlinden, Senior Fixed Income Strategist Americas and Donald McLauchlan, Latin American Credit Analyst, UBS Chief Investment Office. Host: Daniel ... Show More
Apr 2025
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 32)
How much longer will uncertainty last, and where might it all settle? Burkhard weighs in as investors continue to navigate everything from policy pivots to Fed independence to inflation, and much more. Plus, thoughts on how investors should react to a market recovery (or a deeper ... Show More
11m 53s
Nov 2023
Macro Monthly Podcast with UBS Asset Management
Hear from top investment professionals from the UBS Asset Management’s Multi-Asset Team, this month featuring Evan Brown, Portfolio Manager and Head of Multi-Asset Strategy, and Enrique Davila, Multi-Asset Investment Specialist.
19m 14s
Sep 2024
US financials under pressure and tech stocks rising as bond yields fall
<p>Tech stocks led the charge overnight, while financials felt the pinch, as yields fell, and the S&P 500 eked out a gain. But despite the market's mixed signals, all eyes were on the presidential debate between Kamala Harris and Donald Trump - and some believe Harris may hav ... Show More
12m 28s
Feb 2025
Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569
Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We al ... Show More
1h 2m
Apr 2025
Talking Heads – ETF flows and trends in a world in flux
Equity flows to exchange-traded funds diverged earlier this year, with outflows from US ETFs but inflows to European, emerging market and China ETFs. These and other topics feature in our quarterly ETF podcast with Daniel Morris, Chief Market Strategist, and Daniel Dornel, Head o ... Show More
7m 29s
Oct 21
Markets rebound on upbeat earnings and easing credit concerns
Stocks bounce back on diminishing fears regarding US regional bank credit quality and positive earnings reports. Meanwhile, French assets lag on the back of waning investor confidence and company specific news in the banking sector, and the gold rally continues. Today, we are joi ... Show More
13m 36s
Jul 2025
Talking Heads – A look at the latest ETF flows
How have investor anxieties over the impact of US tariffs on economic growth, US debt sustainability and generally volatile markets affected recent flows in exchange-traded funds? Chief Market Strategist Daniel Morris talks to Daniel Dornel, Head of ETF Research, about the latest ... Show More
7m 19s
Nov 11
BREAKING: Private Equity Hijacks Insurance Using American’s Savings as Collateral
Wall Street just took over your retirement, Private equity firms now control insurers, annuities, even 401(k)s and they’re using your money to gamble on risky loans. Don’t wait for the crash, protect your future now.Questions on Protecting Your Wealth with Gold & Silver? Schedule ... Show More
11m 6s
Oct 8
Carmakers are falling back in love with petrol
A UBS fund has 30 per cent of its portfolio tied to the failed First Brands Group, and carmakers across much of the world are scaling back on electric vehicle plans. Plus, international investors are returning to China’s start-up scene, in addition to assets across emerging marke ... Show More
11m 25s