Selected European countries are meeting in Paris to discuss the Russia-Ukraine war. This is not likely to be market moving. Europe has allocated about 14% more money to Ukraine than the US, and countries like Germany do spend military aid on new production rather than using existing stockpiles. However, the sums involved are still economically small, limitin ... 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
Dec 2024
Forging peace: Europe’s role in Ukraine’s future
<p>As Donald Trump’s return to the presidency looms, European leaders are intensifying their diplomatic efforts. Emmanuel Macron has met with Donald Tusk to discuss European troop deployments, while a high-stakes meeting in Brussels with Ukraine’s president Volodymyr Zelensky, NA ... Show More
36m 57s
Jul 2025
Beyond the battlefield: Europe’s long-term strategy for Ukraine
This week, Mark Leonard is joined by Jana Kobzova, ECFR senior policy fellow, and Camille Grand, ECFR distinguished policy fellow, to discuss ECFR’s new European Security Programme and the war in Ukraine. They take a “beyond the horizon” view of the war, considering what Europe’s ... Show More
26m 25s
Sep 2024
Russia, Ukraine, and Europe’s war economy
<p>After a period of stalemate between Russia and Ukraine, direct military action has recommenced. Heightened tensions have led to discussions on Europe’s readiness for a ‘war economy’ and the United States is also reportedly considering lifting its ban on Ukraine’s use of Americ ... Show More
34m 22s