Talking Markets Podcast with Brian Levitt of Invesco
Brian Levitt serves as a Global Market Strategist at Invesco. Brian shares his take on a wide range of topics that have recently influenced investor sentiment and moved markets, including US trade policy, growth concerns, and the progression of artificial intelligence. We also outline a market outlook and discuss asset allocation considerations. Host: Daniel Cassidy Recorded on 03.20.25.
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12:57
UBS On-Air: Paul Donovan Daily Audio 'Insecurity'
Reports that the US vice president and cabinet members discussed war plans on a public chat channel with a journalist in attendance do not directly impact markets. However, the chat messages reveal administration officials’ attitudes (e.g. toward Europe), and raise general questions about the conduct of policy. Any lessening of international security cooperation may impact broader (economic) policy cooperation.
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2:44
Top of the Morning: CIO Strategy Snapshot - Is the correction over?
As markets showed signs of stabilizing last week, investors weigh whether the correction is behind us or has temporarily paused. Jason shares his thoughts, along with recaps the FOMC meeting, the latest economic data, along with previews next week’s anticipated tariff news from the White House. Plus, a review of positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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19:20
UBS On-Air: Paul Donovan Daily Audio 'Fiscal inefficiency'
Media reports suggest that the rather haphazard attempts to restructure the US government could cost half a trillion dollars in lost tax revenues this year. Investors have not priced the restructuring as an efficiency improvement (more efficient government would boost both bonds and equities). While record wealth levels in the US suggest that the high fiscal deficit can be funded, losing tax revenue on this scale will raise concerns about sustainability at some point.
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2:40
Macro Monthly Podcast with UBS Asset Management
Tune in monthly to hear from UBS Asset Management’s multi-asset team for thoughts on the global macro environment, and markets.
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