UBS On-Air: House View
Chief Investment OfficeHouse 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 | 171 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | NewsBusiness News | |||
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We remain constructive on the AI theme, but the market narrative is gradually shifting from strong near-term growth to the durability of spending beyond 2027. Investors should ensure diversification and selectivity in their exposure.
Despite the recent decline in commodity prices, we believe fundamentals should provide support in the coming months. We also believe broad commodity exposure offers diversification, inflation hedging, and downside protection in a portfolio context.
Markets are looking to June’s payrolls today for clues on the Fed’s interest rate path after Chair Kevin Warsh offered little indication. We maintain the view that current market conviction around Fed rate hikes is too aggressive and see an opportuni... more
Global equities delivered a strong performance in the second quarter, and we think the momentum can continue in the coming months. The next phase of the rally should, in our view, see a broadening of market leadership.
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Apple Podcasts | #75 |  United States/News/Business News |
Apple Podcasts | #161 |  United Kingdom/News/Business News |
Apple Podcasts | #212 |  Canada/News/Business News |
Apple Podcasts | #91 |  Australia/News/Business News |
Apple Podcasts | #3 |  Argentina/News/Business News |
Apple Podcasts | #6 |  Switzerland/News/Business News |
Apple Podcasts | #46 |  Chile/News/Business News |
Apple Podcasts | #46 | Argentina/News |
Apple Podcasts | #52 |  United Arab Emirates/News/Business News |
Apple Podcasts | #67 |  Belgium/News/Business News |
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Apple Podcasts | #111 |  Spain/News/Business News |
Apple Podcasts | #127 |  Taiwan/News/Business News |
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Apple Podcasts | #231 |  Sweden/News/Business News |
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Frequently Asked Questions About UBS On-Air: House View
What is UBS On-Air: House View about and what kind of topics does it cover?
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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Which podcasts are similar to UBS On-Air: House View?
These podcasts share a similar audience with UBS On-Air: House View:
1. UBS On-Air: Market Moves
2. UBS On-Air: Conversations
3. Thoughts on the Market
4. At Any Rate
5. Hard Lessons
How many episodes of UBS On-Air: House View are there?
UBS On-Air: House View launched 5 years ago and published 171 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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What guests have appeared on UBS On-Air: House View?
Recent guests on UBS On-Air: House View include:
1. Shane Lieberman
2. Jason Draho
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