France has just installed its fifth prime minister in just two years, after another government lost a vote of confidence over its efforts to cut the nation’s bloated deficit. What does this political dysfunction in Europe’s second largest economy mean for investors? Does this mean that investors should stick with the US, where equities have continued to hit ... 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
Jun 2024
Football fans look to Germany, investors to France
<p>While most of Europe looks to Germany for football, investors are turning their attention to France, where President Macron’s decision to hold a parliamentary vote has caused quite a stir – French equities and bonds are both down on the week. Meanwhile, in the US, this week’s ... Show More
17m 10s
Jul 2024
Panic mode: Biden and Le Pen imperil mainstream politics
Just days before the final round of France's snap parliamentary elections, we discuss possible scenarios for what could emerge from the messy political situation in Paris: shiny new leaders, a shaky new government, rocky cohabitation — or even more chaos. Host Sarah Wheaton talks ... Show More
33m 29s
Sep 2025
Go, fourth? France likely to lose another PM
An unpopular budget will probably spark the ousting of another prime minister, Francois Bayrou—and with him goes another government. Parliamentary impasse is now business as usual, and voters are fed up. Getting Chinese spenders spending is tricky, so policy wonks are at last con ... Show More
21m 50s