We explain how the US economy has come into better balance and what that means for the markets and monetary policy, along with outline the latest asset allocation recommendations from the UBS Chief Investment Office. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
Today
Ahead of the curve with Ulrike Hoffmann-Burchardi
Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on the most important market drivers in the week ahead, along with opportunities beyond the consensus. This ... Show More
5m 21s
Oct 2020
Surveillance: Recovery Risk With Deustche Bank's Ryan
Michael Cloherty, UBS Head of U.S. Rates Strategy, says there's not much of a hedge benefit from Treasuries at current levels. David Riley, BlueBay Asset Management Chief Investment Strategist, sees more upside potential in the U.S. Julie Norman, University College London Politic ... Show More
27m 29s
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
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
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