Top of the Morning: CIO Strategy Snapshot - The two most important numbers in economics
Jason sets the table for a busy week ahead which includes several Mag 7 Q3 earnings reports, the highly anticipated APEC summit, and October FOMC meeting. Jason also suggests the two most important numbers in economics. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Dan Cassidy
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18:20
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18:20
UBS On-Air: Paul Donovan Daily Audio 'Less tense?'
Trade tensions between the US and China appear to have moved into a “dial down” phase after the recent escalation. While details will probably not be given until the proposed meeting between US President Trump and China’s President Xi later this week, the threatened 100% tariff on US consumers of China’s exports appears to have been removed.
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2:53
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2:53
Signal over Noise with Ulrike Hoffmann-Burchardi
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on what’s the signal, and what’s just noise in the markets. This week - the October FOMC rate decision, and numerous Q3 corporate earnings releases. Recorded on 26 October 2025.
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5:35
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5:35
Around the Horn: Monthly Fixed Income Roundtable with UBS Asset Management
Tune in to hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income and Liquidity teams, as they share their views on markets and what they believe you should be focused on within the fixed income space.
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32:11
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32:11
Top of the Morning: Seek opportunities in China
Dan Cassidy welcomes Xingchen Yu, Emerging Markets Strategist Americas, for a timely update on China. Xingchen discusses CIO’s latest upgrades to China tech and offshore Chinese equities, the macro outlook and consumption trends, and the strategic priority of tech self-sufficiency highlighted in the latest Fourth Plenum. The conversation also covers how evolving US-China relations are shaping investor decisions. Tune in for key insights on China’s market drivers and what’s ahead.
South Africa