Amid the woes, where are the opportunities in Europe’s car industry? President-elect Trump has threatened to slap higher tariffs on European carmakers, Chinese competition is intensifying, and demand for autos in Europe is flagging. But it’s not all bad news for investors. Featured is Rolf Ganter, Head, CIO Equities Europe, with co-hosts, Christopher Swan ... 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
Mar 2025
A New Round Of Auto Tariffs… And The Data Center Dash 3/26/25
<p>Auto stocks are stalling out, as the Trump admin announces new import tariffs. What those taxes will look like, and how carmakers can handle the rough roads. Plus Hyperscale demand on the rise, as tech leans even more into AI. The names leading the charge, and how one tech gia ... Show More
54m 41s
Jun 2025
China’s critical minerals, metal tariffs, Dutch immigration and Spain’s ghost towns
Global automakers have joined their U.S. counterparts to warn about the impact of China's restrictions on critical minerals. The U.S. tariff rate on most imported steel and aluminum has doubled, as President Donald Trump ratchets up a global trade war. Dutch far-right leader Geer ... Show More
12m 16s
Jun 2025
Can Europe’s Trump counterpunch work? Sanctions, tariffs and a MAGA twist.
Trump is finally facing some resistance. Can Europe seize the moment? This week on EU Confidential, host Sarah Wheaton speaks with Swedish Member of the European Parliament Karin Karlsbro, just back from Washington, about how Brussels is reading the room in D.C. — and whether the ... Show More
39m 44s