UBS On-Air

In this podcast, learn about the importance of wealth planning and opportunities that may be available to you in the current environment. Guests: Bonnie Park, Head of Wealth Planning and Bill Shad, Head of Wealth Planning and Trust Consulting. Host: Anthony Pastore.

A discussion on recent trends and performance within the municipal bond market with UBS Asset Management?s Ebby Gerry, Head of Municipal Portfolio Strategy, Anthony Liotti, Head of the Fixed Income SMA Advisory Group, and Oleg Morodokhin, Head of Municipal Credit. Host: Daniel Cassidy

Ireland has announced that it is moving to the highest level of pandemic restriction, and Wales has a nationwide lockdown starting on Friday. Neither economy makes up a particularly large share of the global economy, but there are three reasons why markets may want to regard these lockdowns as test cases.

On this podcast, we discuss the complex ways in which climate affects investor portfolios, and explore different approaches to start embedding these considerations in investing. Guests: Amantia Muhedini, Sustainable Investing Strategist UBS Chief Investment Office and Amy Farrell, Sustainable Investing Specialist, UBS Asset Management. Host: Anthony Pastore.

Today, as part of the CIO Strategy Snapshot, we dive into the latest UBS House View which outlines the roadmap to recovery for the economy and investor sentiment, along with the contributing factors to a recent spike in uncertainty over where markets might be headed in the near-term. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

China's GDP in the third quarter was below the lowest estimate in the forecast range. Second quarter data was revised higher. September industrial production was above the highest estimate in the forecast range, and retail sales growth was near the top of the forecast range. The conclusion is that global demand is helping China's economy alongside some increase in domestic demand.

As the 3Q20 earnings season is underway, today we reflect on the first week of reporting, as well as notable macro developments and discuss positioning. Featured is Matt Tormey, Associate Equity Strategist Americas, UBS Chief Investment Office. Host: Griffin Marie

We check in with the UBS US Office of Public Policy to discuss the latest developments within the beltway and beyond. Our conversation today touches on what polls are pointing to with respect to several key Senate races, developments on the campaign trail, including Thursday night?s Presidential Town Halls, the SCOTUS hearings of nominee Judge Amy Coney Barrett and more. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy

Fiscal uncertainty lingers in the US. US President Trump signalled a willingness to offer more stimulus measures. However, even if a deal could be done with the Democrats in the House, US Senate leader McConnell suggested that Senate Republicans would not be happy. The question is whether Trump has enough political capital to persuade Senate Republicans to increase stimulus measures.

Today we examine how to be positioned within fixed income amid the current macro and policy backdrop, along with what the election outcome might mean for the direction of interest-rates. Featured is Leslie Falconio, CIO Senior Fixed Income Strategist Americas. Host: Daniel Cassidy

Mark Haefele, Chief Investment Officer at UBS GWM, was joined by Andrew McCaffery, Global CIO at Fidelity, to discuss the portfolios' diversification post-COVID-19, the US election and the opportunities its outcome could present to investors, and the best investment ideas for the year to come.

Concerned by the night time behavior of the pandemic, French President Macron imitated Buffy the Vampire Slayer and ordered a curfew for nine French cities. Restrictions have a negative economic effect, but people have learned to adapt. The economic impact of fear of the virus is greater than restrictions.

As the global economy continues to evolve and adapt in accordance with emerging trends and behaviors of individuals, businesses and governments, it is important to take a step back and understand how avoiding prejudice in those contexts is so critical to achieving economic success. Featured is Paul Donovan, Chief Economist for UBS Global Wealth Management. Host: Daniel Cassidy

Today we explore some recent developments within the ESG (Environmental, social and governance) space and the implications they pose to society, private enterprise and investing. Featured is Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

In this episode, Nicole Sebastian, Senior Strategist in Family Advisory and Philanthropy Services, discusses the prevalent issues of food insecurity and malnutrition with Raymond Debbane, Chairman of Action Against Hunger. These challenges have been further exacerbated by the pandemic, and as a grant recipient of the UBS Optimus Foundation COVID-19 Response Fund, Mr. Debbane will share how Action Against Hunger is on the front lines as the world?s hunger specialist and leader in a global movement that aims to end life-threatening hunger.