Top of the Morning: CIO Strategy Snapshot - Fit check
As President Trump’s second term is now underway, Jason performs a “fit check” assessment of the US economy and markets. Tune in for the takeaways, along with CIO’s positioning views and investment outlook. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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17:58
Across the Pond: Getting back into the fast lane
Amid the woes, where are the opportunities in Europe’s car industry? President-elect Trump has threatened to slap higher tariffs on European carmakers, Chinese competition is intensifying, and demand for autos in Europe is flagging. But it’s not all bad news for investors. Featured is Rolf Ganter, Head, CIO Equities Europe, with co-hosts, Christopher Swann and Belinda Peeters
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22:49
UBS On-Air: Paul Donovan Daily Audio 'Scripted versus unscripted'
South Korea’s trade data for the first 20 days of January showed a decline in exports—there were more holidays this year than last, affecting the data. Chip exports remain strong, but exports to the US, EU, and China all declined.
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2:34
Jump Start - Trump's inauguration, earnings season & the BoJ update
Will Trump's policy changes lead to near-term market volatility? Can earnings season stay solid amid anticipated market volatility? Will the Bank of Japan resume its rate hiking cycle this week? CIO's Belinda Peeters brings you the latest on this week's market themes.
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5:34
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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