UBS On-Air: Market Moves

The sixth edition of CIO’s 250 years of US innovation series, E pluribus unum, shows how the internet’s decentralized, standards-based architecture unified innovators, accelerated globalization, reshaped trade, and created new opportunities for businesses and individuals worldwide. Featured is Kevin Dennean, Technology & Telecom Equity Strategist Americas. Host: Daniel Cassidy

Jon Cheigh, is the President & Chief Investment Officer of Cohen & Steers. Jon joined Jason Draho, UBS CIO Head of Asset Allocation Americas, at the 1285 podcast studio to exchange views on a range of topics, including how the current geopolitical landscape is impacting markets, where we are in the real estate cycle, investing in public vs. private markets, along with how artificial intelligence is shaping innovation and the investment landscape. Host: Daniel Cassidy

Emerging market bonds have held up well despite ongoing geopolitical tensions, while equities have been more exposed. We discuss the factors that are driving this divergence, and how investors should consider positioning in emerging markets given the current risks and opportunities. Featured is Alejo Czerwonko, CIO for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Any economist asked to assess the economic and market outlook can only offer a deep sigh of resignation. As with earlier trade deadlines, US President Trump has again extended the deadline for opening the Strait of Hormuz. However, the consequences of war deadlines are more serious than those of trade.

If I have a tax bill coming due soon, should I sell investments to raise cash - potentially realizing taxes and missing out on gains - or should I borrow and pay interest on the loan so that I can keep the portfolio invested? Dan Scansaroli, Head of Global Investment Management Multi-Asset Solutions & Co-Head Investment Management Americas, and Justin Waring, Head of UBS Wealth Way Strategy & Solutions, help answer this questions and examine the tradeoff. Host: Daniel Cassidy