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
Today
Talking Markets Podcast with Jan van Eck of VanEck
Jan van Eck is the Chief Executive Officer of VanEck. We cover a wide range of top of mind topics for investors, including a look at the US macroeconomic environment, the road ahead for monetary policy, the impacts of US trade policy and artificial intelligence to economic activi ... Show More
13m 5s
Today
UBS On-Air: Paul Donovan Daily Audio 'Inflation (data) is coming'
The US government has announced that, regardless of the government shutdown, the September consumer price inflation data will be coming out (probably late). This is legally required, to enable the cost of living calculation that raises social security payments—huge swathes of US ... Show More
2m 41s
Yesterday
Top of the Morning: US Financials - Sector update & outlook
We cover a range of sector-related topics, spanning concerns over subprime consumer credit and private credit, a preview of the upcoming Q3 earnings season for financials, sector positioning, and YTD performance across sub-sectors. Featured is Jeff Harwood, CIO Financials Analyst ... Show More
9m 10s
Sep 2024
US financials under pressure and tech stocks rising as bond yields fall
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 have gaine ... 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 3m
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
Jul 18
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
Sep 3
Long term yields spike on fiscal concerns – stocks dive and gold rallies
Global long-term government bond yields spike amid renewed concerns over fiscal sustainability. This has put pressure on equities, which declined broadly – though certain sectors held up better, including luxury stocks. In the US, both major indices ended the session lower, thoug ... Show More
12m 41s
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