The returning US president has already helped broker a ceasefire between Israel and Hamas. He is now attempting to do the same for Russia and Ukraine. But what kind of deal looks likely and what would this mean for Europe’s economy and markets? Finally, which equity sectors could benefit most from peace? Featured in this episode is Themis Themistocleous, CIO ... 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 2025
Is peace in Gaza within reach?
The U.S. president tells Israel to stop bombing the strip. Now, negotiations will seek to implement the plan. So, are they likely to work? And can the war finally come to an end? In this episode: Mouin Rabbani - Researcher, Analyst and Co-Editor of Jadaliyya. Yossi Mekelberg - Po ... Show More
18m 21s
Oct 2025
Long-Term Prospects for Peace in the Middle East
Today on the show, two years after the October 7th attacks, Israel and Hamas have reached a ceasefire. Will it lead to a lasting peace? Fareed is joined by President Emeritus of the Council on Foreign Relations Richard Haass to get his take on the Trump-brokered deal. Then, what ... Show More
41m 55s