UBS On-Air: Market Moves

Following this week’s FOMC policy meeting, Andrew Dubinsky, US Economist from the UBS Chief Investment Office, drops by to share timely reflections and CIO’s outlook for monetary policy. We also touch on the Q3 US GDP print, and take a health-check on the overall US economy ahead of Election Day. Host: Daniel Cassidy

On this week’s episode, Burkhard shares takeaways from a recent visit to the Gulf States and highlights how governance continues to attract investments, technology, connectivity, and more (despite recent geopolitical disruptions). Burkhard then takes us to Europe to outline why a structural investment case exists (though not where you might expect). Plus, a review of factors that support continued strong performance across European markets.

There were no surprises from the US monetary policy decision. At the press conference, Federal Reserve Chair Warsh signaled a desire to reduce the number of policy meetings in 2027—less policy flexibility at a time of economic and political turmoil is an interesting choice. The way is still open for further rate increases.

A look at what has been driving markets, how the outlook is evolving, and the key opportunities and risks investors should be thinking about looking ahead. Featured are Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios and Head of the Private Client US Equity Team, and Dominic Schagar, Lead Equity Investment Specialist at UBS Asset Management.

With global data center power demand expected to rise considerably over the next few decades, we explore the scale of anticipated global demand and the scope of energy resources that will contribute to demand fulfillment. We also touch on investment considerations around this theme, along with the risks to be mindful of. Tyler Rosenlicht is a Portfolio Manager for Global Listed Infrastructure and serves as Head of Natural Resource Equities at Cohen & Steers. Host: Daniel Cassidy