As with many other elections in the past 12 months, the Germans voted against their incumbent government. The CDU’s Merz is expected to become the next chancellor (coalition negotiations typically take months). After the results, Merz compared US election interference to that of Russia, and suggested that Europe would need to become independent of US securit ... 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
Jan 2025
Election countdown: New Germany, new Europe, new podcast
<p>With just five weeks remaining until the German federal election, Friedrich Merz's CDU is leading in the polls. But significant shifts in geopolitics—and opinion—can occur in weeks and days: and this election will take place in the aftermath of Donald Trump’s inauguration and ... Show More
32m 36s
Feb 2025
Is Germany about to cut ties with Trump's America?
It didn't take long for Germany's new Chancellor in waiting, Friedrich Merz, to make his presence felt across the Atlantic. Before the final ballots had even been counted in the German elections, Merz took to a television debate to warn that "after Donald Trump's remarks last wee ... Show More
35m 13s