UBS On-Air: Market Moves

Natalie Adomait is a Managing Partner and Chief Operating Officer in Brookfield's Energy Group. We discuss what’s happening in the energy market globally and the forces driving demand, along with an outlook for renewable energy, and how the energy sector is being shaped by artificial intelligence. Recorded on 26 February 2026 Host: Daniel Cassidy

Last week brought reprieves to US military strikes on Iranian power facilities, but not much in the way of credible ceasefire negotiations in the US-Iran conflict. That means uncertainty persists as investors await for signs of either escalation in the conflict or de-escalation. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, drops by to provide some clarity and guidance around portfolio positioning. Host Daniel Cassidy

US President Trump’s weekend rhetoric seemingly had little market impact. Attacks on industrial plants in the United Arab Emirates and Bahrain remind investors that wartime disruption will continue after the war. Houthi involvement raises the risk of disruption to Suez-bound shipping. Iran is allowing limited oil shipments through the Strait of Hormuz in what may become a more normal process.

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 28 March 2026.

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