Top of the Morning: Roaring 20s - Roaring at the Midpoint
Jason and Paul rejoin in-studio to share their revised assessment as to whether the US economy is still on track to mirror a “Roaring 20s” scenario this decade, this as we’ve reached the mid-point of the 2020s. Featured are Jason Draho, Head of Asset Allocation Americas, and Paul Hsiao, Asset Allocation Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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14:05
UBS On-Air: Paul Donovan Daily Audio 'Tariffs may not “solve” everything'
Japan’s December trade data had weaker imports and stronger exports than had been expected. Exports to the US declined, which rather argues against pre-trade tax stockpiling in the US (though there may still be time for that). The absence of stockpiling would likely speed the impact of trade taxes on US consumers.
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1:59
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 23)
On the first episode of Viewpoints for 2025, Burkhard shares some boots-on-the-ground perspective from the annual World Economic Forum in Davos, Switzerland. We also spend some discussing the implications of Trump 2.0 to European economies and markets.
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10:27
Top of the Morning: Sustainable Investing - 10 expectations for 2025 and beyond
Amantia rejoins the conversation in-studio to share some thoughts around the implications of recently signed executive orders by President Trump as it relates to both climate and energy. We also touch on implications for companies, along with takeaways and recommendations for investors when it comes to sustainable investing. Featured is Amantia Muhedini, Sustainable & Impact Investing Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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10:10
House Call: Talking Equity Markets with UBS Asset Management
Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team. Host: Daniel Cassidy
South Africa