UBS On-Air: Market Moves

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

Markets are expecting no change in US monetary policy today. Federal Reserve Chair Warsh’s communication style does not lend itself to offering clarity as to the policy outlook, either.

A wide-ranging conversation on the implications of the current macro environment and higher yields to fixed income return and positioning, including thoughts on widening credit spreads, implications of US corporate debt maturity, volume of AI bond supply, and other risk considerations. Lotfi Karoui, Managing Director, Multi-Asset Strategist, and Head of Client Solutions and Analytics at PIMCO, and Leslie Falconio, Managing Director and Head of Taxable Fixed Income Strategy Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

In part one of a two part mini-podcast series, Paul Hsiao, Senior Asset Allocation Strategist from the UBS Chief Investment Office, joins to provide an overview of the most pertinent questions heard from clients and investors as it relates to the impacts of AI to the US economy. Host: Daniel Cassidy