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 downturn). We also check in on the status of the global rotation trade, and ... Show More
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 2024
Navigating Key Market Moving Headlines 01/11/24
<p>Frank Holland and the Investment Committee discuss key items affecting the market, from a hotter than expected inflation report to a new earnings seasons about to kick off. Plus, Mega Cap Momentum concerns are top of mind as tech valuations are called into question, the desk d ... Show More
45m 37s
Mar 2025
BOJ’s Ueda Signals Little Concern Over Highest Yields Since 2008
On today's episode, we break down the latest messaging from the Bank of Japan with Paul Jackson, Asia Economy Editor for Bloomberg News in Tokyo. Plus - a discussion on the latest round of tariffs from the Trump Administration with Michele Martin, President of Prosperity, the wea ... Show More
19m 10s