UBS On-Air: Market Moves

21:12

Sustainable Investing Perspectives: Investing in...

UBS On-Air: Market Moves ·

2026/09/22

This month’s episode focuses on investing in global transitions, bringing together experts from UBS Global Wealth Management and AGF. Featured are Melissa Amler, Senior Sustainable & Impact Investing Platform Specialist with UBS Global Wealth Management, along with Martin Grosskopf, Portfolio Manager and Director Sustainable Investing at AGF.

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05:58

UBS On-Air: Paul Donovan Daily Audio 'Independent...

UBS On-Air: Market Moves ·

2026/09/22

Gulf states, meeting on the fringes of the United Nations gathering, have suggested peace talks between Iran and the US are not progressing. Markets are not, perhaps, too surprised to learn this. The Gulf states are indicating a long-term desire to cooperate with Iran and provide mutual security in the region. Such independence is important, as it might change the recycling of Gulf petrodollars into US-focused military procurement. That would have market implications.

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15:51

Top of the Morning: CIO Strategy Snapshot - Being...

UBS On-Air: Market Moves ·

2026/09/21

With one source of uncertainty having been removed in the near-term, following last week’s Fed rate hike, there remain other risk factors on the minds of investors. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, outlines those risks, shares an outlook for monetary policy, and reviews the latest positioning recommendations from CIO. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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29:33

CIO Fixed Income Roundtable Podcast Series

UBS On-Air: Market Moves ·

2026/09/21

Hear from members of the UBS Chief Investment Office fixed income team as they provide a performance and positioning update across fixed income sub-sectors. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, along with Senior Fixed Income Strategists’ Letty Zemaitis, Frank Sileo, Sudip Mukherjee, Barry McAlinden & Sangeeta Marfatia, Senior Closed-end Funds Strategist, from the UBS Chief Investment Office.

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06:27

UBS On-Air: Paul Donovan Daily Audio 'Affordability,...

UBS On-Air: Market Moves ·

2026/09/21

US average diesel prices broke above USD 6.50 per US gallon for the first time ever. Since January 2025, overall price levels (measured by the consumer price index) are up 4.8%, with motor fuel prices up 17.0%, feeding perceptions of an affordability crisis. US President Trump indicated a willingness to meet with Iranian President Pezeshkian. The rhetoric from both sides remains negative. The US agreement with Denmark on Greenland might be a positive (reframing an existing agreement could be a

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05:55

Signal over Noise: Three takeaways from three days in...

UBS On-Air: Market Moves ·

2026/09/21

AI is giving robots new capabilities and attracting larger funding rounds, but rapid progress is also making tomorrow's leaders harder to identify. This episode draws on observations from Silicon Valley to explore the investment opportunities and disruption AI is creating, and the case for physical assets, cybersecurity, and diversification in portfolios.

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14:36

House Call: Talking Equity Markets with UBS Asset...

UBS On-Air: Market Moves ·

2026/09/20

A monthly discussion around the drivers behind equity market performance, along with the review of notable equity themes, positioning preferences, and a performance outlook. Featured are Jeff Hans, Portfolio Manager, Private Client US Equity, and Dominic Schagar, Investment Specialist, Active Equities with UBS Asset Management.

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11:22

Washington Weekly Podcast: AI Safety, Congressional...

UBS On-Air: Market Moves ·

2026/09/20

Amidst growing concerns over AI safety, Shane shares how the topic is currently being discussed and debated amongst Washington lawmakers. We also highlight the recent passage of the Sanctioning Russia Act, along with the list of Congressional focuses and priorities to be revisited by lawmakers post the November midterm elections. Featured Shane Lieberman, Senior Governmental Affairs Advisors, Governmental Affairs US. Host: Daniel Cassidy

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18:30

Top of the Morning: CIO Equity Pulse - Monthly...

UBS On-Air: Market Moves ·

2026/09/18

Join David Lefkowitz, Head of Equities Americas, each month for a look at the factors that are driving performance across US equities. We also cover risk considerations, thematic focuses, and positioning recommendations from the UBS Chief Investment Office (as outlined within the latest UBS House View). This month, David reflects on the September FOMC meeting outcome and implications of higher rates to US equity markets, shares thoughts around AI adoption and progression amidst recent AI safety

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05:49

UBS On-Air: Paul Donovan Daily Audio 'Policy...

UBS On-Air: Market Moves ·

2026/09/18

The Bank of Japan raised rates, as expected. The decision was not unanimous, causing a modest market reaction. The yen has weakened—yelling “house” like a grandmother in a bingo parlor does not offset fundamental market pricing. August inflation was a little lower than expected (helped by government influenced prices). The BoJ wants neutral interest rates, and another rate increase may follow.

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11:03

Top of the Morning: FOMC reflections & US economy...

UBS On-Air: Market Moves ·

2026/09/17

Following this week’s highly anticipated FOMC meeting, Andrew Dubinsky, US Economist from the UBS Chief Investment Office, drops by the studio to share takeaways and reflections on the meeting outcome, along with the implications of the rate hike to US economy activity. We also discuss the current inflationary environment, labor market and how the markets have digested the rate hike. Host: Daniel Cassidy

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05:28

UBS On-Air: Paul Donovan Daily Audio 'The lesser of...

UBS On-Air: Market Moves ·

2026/09/17

Yesterday’s unanimous vote in favor of a US interest rate increase could be interpreted as defiance against political interference. Having raised once, the Federal Reserve is likely to raise again—to prove this rate increase was intentional and not a mistake (even if it was a mistake). The rate increase has no near-term impact on inflation or economic growth.

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16:01

Top of the Morning: Fixed Income Strategist - Supply...

UBS On-Air: Market Moves ·

2026/09/16

A look into the interplay and market dynamics of large government debt issuance and AI-related debt fundraising, factors that have been contributing to rising long-end yields, along with positioning preferences within the asset class. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, and John Murtagh, Fixed Income Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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06:46

UBS On-Air: Paul Donovan Daily Audio 'A series of...

UBS On-Air: Market Moves ·

2026/09/16

After the pandemic, the world’s central banks were subject to a series of unfortunate events: supply chain disruption, a war in Ukraine, profit-led inflation, tariffs, and a war in the Gulf. These one-off events raised inflation, but (bar profit-led inflation) were beyond central bank control. But, when such events become a series, should central banks create deflation elsewhere to offset “one-off” events elsewhere?

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17:33

Top of the Morning: CIO Strategy Snapshot - Just get...

UBS On-Air: Market Moves ·

2026/09/15

As financial markets are back in full swing post the summer holidays, investors are weighing fresh inflation data, health of the labor market, rising oil prices, and a notable upcoming Fed policy meeting. Plus, recent concern over AI safety and implications to the AI trade. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investments Office, discusses these factors, what it all means for the investment outlook, and how to think about positioning. Host: Daniel Cassidy

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05:59

UBS On-Air: Paul Donovan Daily Audio 'Magic numbers'

UBS On-Air: Market Moves ·

2026/09/15

China's latest economic data showed a lackluster domestic economy. Retail sales slowed, and were weaker than expected. Domestic investment plunged more than expected. Industrial production is being supported by external demand and China's success in helping US customers avoid tariffs.

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12:00

Top of the Morning: The face of wealth is changing -...

UBS On-Air: Market Moves ·

2026/09/14

Marianna Mamou, Head of Advice Beyond Investing, sheds light on the evolving relationship between women investors and the wealth management industry. We discuss whether there is a need for a different approach when it comes to working with women investors, what to know about the next generation of women investors, and more. Host: Daniel Cassidy

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07:19

Signal over Noise: How to position for the next wave...

UBS On-Air: Market Moves ·

2026/09/14

The recently reported AI-assisted solution to the Navier–Stokes problem points to AI’s broadening role in frontier scientific research, raising the question of where faster discovery could translate into investment value. This episode explores how that progress could open new opportunities across healthcare, energy, and advanced materials, and reinforce the long-term investment themes of AI, power and resources, and longevity.

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25:37

Across the Pond: Europe’s political pendulum swings...

UBS On-Air: Market Moves ·

2026/09/11

Political polarization is testing Europe’s established parties and confronting markets with the prospect of larger policy shifts. Germany’s regional elections have brought the growing influence of parties outside the traditional mainstream into focus, while France’s presidential election could shape the pace of future European integration. Why might fiscal spending fail to ease voter discontent, and how should investors respond to a less predictable political landscape? In the latest episode of

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12:29

Washington Weekly Podcast: Missouri redistricting,...

UBS On-Air: Market Moves ·

2026/09/11

This week, Shane talks about recent developments surrounding Missouri’s redistricting efforts, recaps President Trump’s keynote address at GOP midterm convention, and reflects on the 25th anniversary of the 9-11 attacks. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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