Hear the current investment views, allocation recommendations and market outlook from the UBS Chief Investment Office. Featuring David Lefkowitz, Head of Equities Americas, and Tom McLoughlin, Head of Fixed Income Americas. Host: Anthony Pastore
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
Nov 2021
Catch 2022: What's in store for the year ahead
Chief investment officers and economists assess the policy dilemmas and big investment themes of 2022. Richard Edgar is joined by Steve Ellis, Global Chief Investment Officer for Fixed Income, Romain Boscher, Global Chief Investment Officer for Equities, Anna Stupnytska, Chief Ec ... Show More
54m 16s
Jan 2021
#96 With changes in the US and a post-pandemic economy, how do we organise our clients' investments?
For this episode, we discuss the changing regime in the US and how we are organising our clients' investments to make the most of the post-pandemic economy, with Nicky Eggers (Head of Investments), Will Hobbs (Chief Investment Officer), and Jean-Paul Jaegers (Head of Asset Alloca ... Show More
22m 57s
Jul 2021
Ready, steady, pitch! Analysts on their most exciting investment trends
In this month's Rich Pickings three of Fidelity's equity analysts pitch what they think is the most exciting investment opportunity in their sector to a critical panel of portfolio managers.
Richard Edgar adjudicates as analysts Johnny Tseng, Emma Newey, and Alex Laing as they p ... Show More
39m 36s
Jul 2021
Ready, steady, pitch! Analysts on their most exciting investment trends
In this month's Rich Pickings three of Fidelity's equity analysts pitch what they think is the most exciting investment opportunity in their sector to a critical panel of portfolio managers. Richard Edgar adjudicates as analysts Johnny Tseng, Emma Newey, and Alex Laing as they pr ... Show More
39m 36s
Oct 2023
Talking Heads – Standing tall: US small caps
With market expectations for a US recession being ‘kicked down the road’, the outlook for US small capitalisation stocks has improved. Listen to this Talking Heads podcast with Vincent Nichols, Investment Specialist US Small Caps, and Daniel Morris, Chief Market Strategist.
Fo ... Show More
14m 11s
Aug 2023
Bloomberg Wall Street Week - August 11th, 2023
On this edition of Wall Street Week, Kristin Bitterly, Citi Head of North America Investments and Liz Ann Sonders, Charles Schwab Chief Investment Strategist tell us why they see a rolling earnings recession. George Pyne, Bruin Capital Founder & CEO explains how fragmentation is ... Show More
34m 58s
Nov 2022
Bloomberg Wall Street Week: November 18, 2022
On this edition of Wall Street Week, Bob Michele, JP Morgan Asset Management CIO & Global Head of Fixed Income & Afsaneh Beschloss, RockCreek Founder and CEO wrap up the week in economic news and the markets. Richard Clarida, Former Federal Reserve Vice Chair & PIMCO Managing Dir ... Show More
32m 13s