
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 | NewsBusiness News | |||

While we remain constructive on semiconductors amid solid AI demand, recent market performance highlights the case for broader equity exposure. Strong earnings momentum across sectors and regions points to a wider set of opportunities for investors.
Markets are facing renewed pressure from geopolitical escalation, higher oil prices, rising bond yields, and questions over AI investment returns. Investors should focus on portfolio resilience and strategies that can help manage downside risk while ... more
With equity markets near record highs, attention is turning to whether corporate earnings can continue to justify market valuations. As the AI investment cycle evolves and opportunities emerge across global markets, investors are also assessing the o... more
US Treasury yields have risen as renewed Middle East tensions and higher oil prices have revived inflation concerns, but we expect yields to move lower over the coming quarters. In our view, current elevated yields offer an opportunity to add quality... more
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Recent interactions between the hosts and their guests.
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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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These podcasts share a similar audience with UBS On-Air: House View:
1. UBS On-Air: Market Moves
2. Making Sense
3. The Markets
4. Thoughts on the Market
5. At Any Rate
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. Tillman Colt
2. Nadia Label
3. Kevin Warsh
4. Shane Lieberman
5. Jason Draho
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