Home Podcasts UBS On-Air: House View
UBS On-Air: House View

UBS On-Air: House View

Chief Investment Office 151 episodes Latest Jun 8, 2026

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.

Episodes

House View Daily | Volatility in AI and tech do not derail the investment thesis Jun 12, 2026 00:00 Market swings may persist as geopolitics, rates, and funding questions collide, but the underlying buildout driving AI-linked equities remains intact, in our view. Investors should stay invested in the AI opportunity, while rotating exposure toward areas with clearer demand visibility and stronger earnings support.
House View Daily | Markets should overcome near-term headwinds Jun 11, 2026 00:00 US stocks fell to their lowest level in over a month as a tech-led sell-off deepened, the war in Iran showed little signs of ending, and accelerating inflation intensified Federal Reserve hike worries. But we think near-term Fed hikes remain unlikely, AI fundamentals are still strong, and a path toward reopening the Strait of Hormuz should become clearer. Investors should stay positioned for equit
House View Daily | Renewed tech selling leads markets lower Jun 10, 2026 00:00 US stocks fell on Tuesday after an earlier rise on optimism about an imminent US-Iran deal. While the path toward a resolution is likely to be uneven, our base case is that diplomacy ultimately prevails, allowing investors to refocus on resilient economic fundamentals and robust earnings growth in both the US and Europe.
House View Daily | Health care offers more than a defensive role in portfolios Jun 9, 2026 00:00 Health care has traditionally been viewed as a defensive sector, but investors should not ignore the innovative growth opportunities it offers. Supported by technological advances and a structural shift in demographics, we favor global health care and hold a positive outlook on the Longevity theme.
House View Daily | Equities fall on tech pressures Jun 8, 2026 00:00 US equities and bonds fell in tandem on Friday, as concerns over potential Fed rate hikes, equity issuance by Meta, Broadcom's disappointing AI revenue outlook, and a reversal in semiconductor stocks weighed on markets. However, after the recent rally, a pullback was expected. Despite renewed worries, we expect the rally to resume.
Washington Weekly Podcast: Davos takeaways, Greenland, Government shutdown Jan 23, 2026 11:29 Shane returns to share some reflections on President Trump’s policy remarks at the World Economic Forum in Davos, Switzerland, this week. This includes a look at where the Trump administration’s pursuit of Greenland stands, and what next-steps could look like in terms of negotiations with Denmark and the broader European Union. Plus, a look at where efforts stand on Capitol Hill to avoid a parti
Washington Weekly Podcast: Healthcare, Defense, Congressional stock trading Dec 12, 2025 10:27 As we close out the series for 2025, Shane drops by for a Capitol Hill roundup as we cover developments surrounding Congressional votes on healthcare legislation, and the National Defense Authorization Act. Plus, some thoughts on renewed bipartisan efforts to ban Congressional stock trading. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs U.S. Host: Daniel
Washington Weekly Podcast: Russia-Ukraine, Venezuela, Congressional agenda Dec 2, 2025 10:59 Shane drops by for a geopolitics roundup with updates on the latest developments with respect to the Russia-Ukraine War and Venezuela. We also review the priorities of Congress through year-end and into early 2026. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: Election Day, IEEPA hearing, Government shutdown Nov 6, 2025 09:44 Shane joins to update on a variety of timely topics, including the implications of potential Election Day outcomes, the prospects for an end to the ongoing U.S. government shutdown, along with the Supreme Court’s hearing on the Trump administration’s use of the International Emergency Economic Powers Act (IEEPA). Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affai
Washington Weekly Podcast: Government shutdown update, US-China trade talks Oct 15, 2025 09:52 Shane joins mid-week for an update on the US government shutdown, including a look at impacted services, and where negotiations stand to re-open the government. We also touch on recent developments surrounding US-China trade talks. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: Government shutdown, U.S. Drug Pricing Oct 1, 2025 09:29 As the U.S. government has entered a shutdown, Shane drops by to explain the scope of impact, along with next steps with respect to negotiations. Plus, thoughts on yesterday’s Oval Office announcement related to drug pricing. Featured is Shane Lieberman, Senior Governmental Affairs Advisors, Government Affairs US. Host: Daniel Cassidy
Washington Weekly Podcast: Russia-Ukraine, DC crime reduction, Congressional fall preview Aug 27, 2025 11:01 Shane drops by for a late-summer update with thoughts on recent and ongoing efforts to end the Russia-Ukraine War, actions taken by the Trump administration to reduce crime in Washington DC, and to preview the legislative agenda and tasks ahead for Congress upon their return to Capitol Hill in September. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. H

Recommended

Playing