UBS On-Air: Market Moves

Tiffany Agard, Strategist on the UBS Global Investment Management Sustainable and Impact investing team is joined by Preeti Sayana, Portfolio Manager with Fidelity Investments, for a discussion around advances in gender-lens investing, opportunities to advance gender equality, and how to leverage your investments as a means for achieving that advancement - referencing the 2026 Gender-lens investment report from UBS Global Investment Management. Host: Bryan Contreras

News that Iran has allowed some ships to cross the Strait of Hormuz encouraged a modest drop in the oil price. The volume of oil exiting the Gulf is a fraction of pre-war levels, but allowing some flow might diminish physical shortages. Assuming Iran benefits economically, it also lessens pressures on Iran to deal with the US. In terms of the Wile E. Coyote trajectory, this implies the economy is still over the edge of the cliff, but might continue running through thin air for longer.

As the US midterm elections draw closer, Kurt and Shane drop by to outline potential Election Day outcome scenarios, as well as the policy and market implications of them. Plus, we reflect on the recent summit in Beijing between President Trump and President Xi Jinping, along with the geopolitical and economic implications of the ongoing US-Iran War. Featured are Kurt Reiman, Head of Fixed Income Americas from the UBS Chief Investment Office, and Shane Lieberman, Senior Governmental Affairs Advisor, from Governmental Affairs US. Host: Daniel Cassidy

Bond markets remain nervous about the Iran war (which potentially impacts inflation and fiscal deficits). Investors hope that market angst might encourage a US policy shift, as it did with tariffs. However, (at the time), tariffs were under US President Trump’s direct control and could be changed on a whim. Middle Eastern politics is a little more complex.

Join Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios and Head of the Private Client US Equity Team with UBS Asset Management, as he shares a performance update for US equities. Host: Dominic Schagar, Senior Equity Investment Specialist. Recorded on 29.04.26