France’s second-round legislative election produced an unexpected result, with the far right Rassemblement National pushed into third place. This highlights again a market problem—politics is becoming more important to markets, but opinion polls are less reliable as a guide to outcomes. Polarization means financial institutions try to strike a neutral tone—“ ... 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
Oct 2024
The ‘Mind-blowing’ Thing About This Year’s Polls
The days before an election always bring uncertainty, but that’s especially true this year, with polls showing a near deadlock between Vice President Kamala Harris and former President Donald Trump. This week, Republican pollster and CNN Political Commentator Kristen Soltis Ander ... Show More
25m 22s
Oct 2024
Spotlight on the US Elections
Three big things you need to know: First, our survey results, which are bottom-up in nature and driven by domestic policy views, imply that the event is relevant to US equity markets, but perhaps less so than some market participants may believe. For our US analysts, a Republican ... Show More
6m 30s
Nov 2024
Count down to the US election | MarketTalk: What’s up today? | Swissquote
On Friday, the US announced a meagre 12K nonfarm job additions last month, the manufacturing and private nonfarm payrolls printed negative numbers. But the bright spot was that unemployment remained steady at 4.1% - suggesting that the NFP number probably took a one-off hit, and ... Show More
11m 13s