Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 46)
On this week’s episode of Viewpoints, fresh off a recent trip to Uganda, Burkhard reflects on his travel notes and connection to country. We also outline considerations when it comes to investing in Africa, and what to know about Africa’s stock markets.
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10:02
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10:02
Across the Pond: Political gridlock at the heart of Europe
France has just installed its fifth prime minister in just two years, after another government lost a vote of confidence over its efforts to cut the nation’s bloated deficit. What does this political dysfunction in Europe’s second largest economy mean for investors? Does this mean that investors should stick with the US, where equities have continued to hit record highs? In this week’s episode of Across the Pond Claudia Panseri, CIO for France, and Dean Turner, the CIO’s European economist, explains that there are still plenty of compelling investment opportunities in Europe. The prospect of a rising euro as the Fed starts cutting rates makes this a good time for US investors to ensure adequate exposure to investments in Europe.
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16:44
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16:44
UBS On-Air: Paul Donovan Daily Audio 'What difference does it make?'
The US courts have confirmed Fed Governor Cook will participate in tomorrow’s policy decision. The US Senate has confirmed Council of Economic Advisors Chair Miran will participate in tomorrow’s policy decision. Neither confirmation is likely to change the policy outcome—with a rate cut widely expected. Whether a rate cut will achieve much economically is a more uncertain point.
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2:51
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2:51
Top of the Morning: CIO Strategy Snapshot - All eyes on the Fed
Jason returns following a brief late-summer hiatus to share thoughts on recent market performance, expectations for this week's FOMC meeting, and what the meeting outcome could mean for the market direction from here. Plus, a look at portfolio positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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18:06
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18:06
UBS On-Air: Paul Donovan Daily Audio 'The Fed and the future'
Investors await this week’s Federal Reserve meeting, less for the decision (a cut is expected) and more for signals about the Fed’s worries for the future. The latest initial jobless claims data showed a weakening labor market, but some of those layoffs may be temporary unemployment (one automaker temporarily laid off workers because of a parts shortage, for instance). Temporary unemployment is more easily smoothed over by consumers.
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