Top of the Morning: Fixed Income Strategist - Reaching for yield
Leslie and Letty join to share reflections on recent asset class performance, including a look at the key factors behind outperformance of higher-quality bonds in high yield throughout 2025. Plus, a look at what CIO currently recommends for fixed income investors in the way of portfolio positioning. Featuring are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, and Letty Zemaitis, Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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13:49
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13:49
UBS On-Air: Paul Donovan Daily Audio 'Deals and delays'
The Swiss-US trade deal marks another potential reduction in tariffs paid by US importers, following selective tariff cuts on imported foodstuffs. The Swiss tariffs were not in place long, and US importers may have anticipated this reduction; it is therefore questionable how much of the tariff was passed to US consumers. Other tariff reductions have not necessarily reduced consumer prices—less relevant in the Swiss case, but which matters to inflation perceptions in the case of food tariffs.
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2:38
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2:38
Signal over Noise with Ulrike Hoffmann-Burchardi
Tune in at the start of the trading week ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on what’s the signal, and what’s just noise in the markets. Recorded on 16 November 2025.
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7:16
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7:16
UBS On-Air: Paul Donovan Daily Audio 'Tying tariffs to inflation perceptions'
There are more reports of the US administration scrambling to cut tariffs using framework trade deals with Latin American economies. Heightened political concerns about US consumers’ inflation perceptions seem to be leading a drive to reduce the tariffs US importers pay on food products. Bilateral negotiations with Latin American countries will be limited in their scope because of Mercosur trade pact rules.
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2:27
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2:27
Life Sciences: Industry trends & investment considerations with Nick Galakatos, Blackstone
Nick Galakatos, Senior Managing Director, & Global Head of Life Sciences at Blackstone joins Daniel Cassidy at the UBS podcast studio in New York for a comprehensive discussion on trends and developments within Life Sciences, including a look at funding innovations, the regulatory landscape, and the investment case for Life Sciences.
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