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Apr 2023
14m 37s

Top of the Morning: CIO Strategy Snapsho...

CLIENT STRATEGY OFFICE
About this episode
With 1Q23 behind us, we reflect on the drivers behind quarterly market performance and how unexpected events have impacted CIO’s market outlook for the balance of the year. We also touch on why the outlook for growth, inflation, and monetary policy is slow burn lower on all fronts, rather than a quick sharp change. Featured is Jason Draho, Head of Asset Al ... Show More
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Yesterday
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 40)
On this week’s episode of Viewpoints, Burkhard weighs whether investors are entering the summer season with a sense of complacency as markets hover near all-time highs despite persisting uncertainty. We also touch on the prospects for Fed rate cuts in the coming months and the im ... Show More
9m 56s
Yesterday
Top of the Morning: The week in review and preview
Matt Tormey, Equity Strategist Americas from the UBS Chief Investment Office, joins Shiavon Chatman to recap the trading week - including an update on the latest developments surrounding US trade policy, and thoughts on current US equity valuations. Plus, a preview of the upcomin ... Show More
10m 49s
Yesterday
UBS On-Air: Paul Donovan Daily Audio 'The retreat paradox'
The latest US tax increases were a 35% tax on products from Canada—in spite of Canadian concessions over digital taxes. It is not clear if the tax applies to all Canadian products, or just products not covered by the revised NAFTA (currently taxed at 25%), or to oil (currently 10 ... Show More
2m 32s
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