
House View brings you daily, weekly, and monthly content covering our multi-asset views on economic trends and financial markets from the UBS Chief Investment Office
| Publishes | Daily | Episodes | 173 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Business NewsNews | |||

As long-term yields remain elevated, market adjustments may increasingly occur through currencies and commodities rather than bonds alone. A weaker US dollar could support gold and help ease financial conditions, while underpinning a diversified inve... more
Markets have welcomed signs that US policymakers are willing to respond when bond volatility rises too far, too fast. But we think lasting stability in bond markets will ultimately depend on the underlying inflation, fiscal, and demand backdrop.
Global equities have remained under pressure amid concerns over higher bond yields, rising oil prices, and the outlook for AI capital spending. But we believe the outlook for stocks remains positive. Underlying inflation remains under control, and ea... more
The recent rise in long-term yields reflects new bond supply and persistent concerns over inflation and deficits. We do not think this undermines the case for quality fixed income, but it does strengthen the need to focus on shorter- and medium-matur... more
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A financially focused brief that blends macroeconomic themes with real-time policy and geopolitical context. Episodes regularly feature senior policy and government-affairs voices as they dissect how legislation, funding priorities, and international developments ripple through markets and investment strategy. Expect practical takes on regulatory changes, fiscal outlooks, and global risk factors, with a particular emphasis on how policy moves impact multi-asset portfolios and client outcomes. A notable strength is the access to senior, practitioner-level insight from UBS-affiliated experts, which can help listeners translate political and regulatory developments into investment implications.
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1. UBS On-Air: Market Moves
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3. Masters in Business
4. Thoughts on the Market
5. Exchanges
UBS On-Air: House View launched 6 years ago and published 173 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on UBS On-Air: House View include:
1. RP Eddy
2. Themis Themistocleous
3. Tillman Colt
4. Nadia Label
5. Jason Draho
6. Kevin Warsh
7. Shane Lieberman
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