Top of the Morning: CIO Strategy Snapshot - What we know
While there is a lot of noise for investors to sift through, there are some things we know with relative confidence. As for other things, we will have to make conjectures. Jason joins to identify just that, along with reviews the latest allocation recommendations, and messages in focus for the UBS Chief Investment Office. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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19:28
Fixed Income Conversation Corner with Alex Obaza (T.Rowe Price) and Leslie Falconio (UBS CIO)
Our conversation outlines the current landscape for fixed income investors and where to locate opportunity within the asset class. We also discuss the road ahead for monetary policy, the economy and the broader markets. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, UBS Chief Investment Office, and Alex Obaza, Portfolio Manager, T.Rowe Price. Host: Daniel Cassidy
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19:34
Around the Horn: Fixed Income Roundtable with UBS Asset Management
Hear from top portfolio managers and business heads from UBS Asset Management’s Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.
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26:56
UBS On-Air: Paul Donovan Daily Audio 'Markets start to fret'
Equity markets reacted to social media posts from US President Trump. Trump is often more coherent on social media than in off-the-cuff comments, and these remarks made clear an intention to hike taxes—US buyers will need 25% more cash to buy goods from Canada or Mexico, and another 10% cash to buy from China. The China threat is credible, and in line with our expectations. Markets are not inclined to believe the threats to tariff goods from Canada and Mexico.
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2:40
UBS On-Air: Paul Donovan Daily Audio 'US President Trump’s confusion'
US President Trump confused investors by appearing to delay taxing US consumers of Mexican and Canadian goods. The White House then “clarified” that the tax delay was not decided. Such taxes would be very visible to US consumers, at a time when Trump’s approval ratings on the economy and inflation have fallen, making repeated retreats likely.
Colombia