logo
episode-header-image
Jan 2025
22m 49s

Across the Pond: Getting back into the f...

CLIENT STRATEGY OFFICE
About this episode
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
Up next
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
Aug 22
Talking Markets Podcast with Dan Peris of Federated Hermes
Dan Peris is a Senior Portfolio Manager, and Head of the Income and Value Group at Federated Hermes and has authored several books that are focused on equity investing. Dan joins the 1285 studio in New York to share his thoughts on the current landscape for dividend equity invest ... Show More
16m 50s
Aug 22
UBS On-Air: Paul Donovan Daily Audio 'A reluctant defense of Powell'
In my view, central bank policy would have been better served had US President Trump extended former Fed Chair Yellen's term instead of appointing Powell. Powell has lacked confidence, and failed to articulate a medium-term vision for the economy at a time of uncertainty caused b ... Show More
2m 50s
Recommended Episodes
Feb 2025
For European Start-Ups, Valuation Depends On Location, Location, Location
Financial markets in Europe have long been fragmented and constrained, driving home-grown startups to list and raise capital in the US. Now, Europe is trying to reverse the trend. Can it hold onto innovative firms — and talent?  Today on the show, host Sarah Holder talks to Bloom ... Show More
16m 29s
Feb 2025
Will Trump’s tariffs make Europe great again?
European stock indices have outperformed the S&P 500 so far this year. The FT’s Aiden Reiter joins Katie Martin to discuss why investors are finally looking beyond US stocks and why Donald Trump’s policies could accidentally benefit global exporters. Also, we go short posthumous ... Show More
19m 51s
May 27
Ciao for Now: Trump Delays European Tariffs
After threatening to accelerate tariffs on Europe, President Trump reverses course by delaying them. Russia pounds Ukraine with an unprecedented drone attack. And a car plows into pedestrians at a Liverpool parade. Learn more about your ad choices. Visit podcastchoices.com/adchoi ... Show More
26m 49s
Dec 2024
Is Europe’s car industry at a crossroads?
The car industry across the European Union employs over thirteen million people, both directly and indirectly, that’s around six percent of the bloc’s workforce. But in recent years, Europe’s manufacturers have been struggling to cope with issues like economic downturns, clean en ... Show More
22m 58s
Apr 2025
Market Turmoil Deepens as Trump Stands By Tariffs
A.M. Edition for April 7. Declines in global markets are snowballing into one of the worst routs in recent memory, with Hong Kong’s benchmark index recording its worst trading day in decades and the S&P 500 now poised to follow the NASDAQ into bear-market territory. The WSJ’s Pet ... Show More
13m 44s
Sep 2024
Does Europe’s economy need Mountain Dew?
While Brussels has been obsessed recently with the “Draghi report,” that’s NOT the topic of this week’s episode. We will, however, discuss WHY Brussels is so besotted. (Spoiler alert: It's because Europe’s economy is broken.) Host Sarah Wheaton talks to POLITICO’s Carlo Martuscel ... Show More
37m 44s
Nov 2024
Deindustrialization in Europe?
There has been a lot of press on how Europe is facing deindustrialization, where manufacturing employment is in terminal decline and the continent can no longer compete due to high energy prices, economic competition, and other factors. In today's video we try to work out if Euro ... Show More
26m 53s
Feb 2025
Can Germany’s next chancellor help Europe deal with Trump?
Germany has voted, and Friedrich Merz is now the chancellor-in-waiting. But can he rise to the occasion? With Donald Trump signaling a retreat from Europe and cozying up to Vladimir Putin, the continent faces its biggest security challenge in decades. Will Merz shake off Germany’ ... Show More
41m 6s
Feb 2025
Pourquoi l’industrie automobile roule au ralenti en Europe
En 2024, tous les voyants étaient au rouge pour le secteur automobile européen. La France a vu les ventes de ses voitures neuves reculer de 3,2 % par rapport à 2023, tandis que les immatriculations ont chuté de 27,4 % en Allemagne, pourtant le premier marché européen. La forte ba ... Show More
13m 42s