UBS On-Air: Market Moves

In the wake of the U.S., Israel, and Iran agreeing to a two-week ceasefire, Kurt Reiman, Head of Fixed Income Americas, and Shane Lieberman, Senior Governmental Affairs Advisor, drop by for a timely discussion on whether this development could presage a sustainable end to the conflict, the unresolved issues to be mindful of, and how to position portfolios during times of geopolitically driven uncertainly. Plus, an early look at U.S. midterm election polling, and what certain outcome scenarios in November could mean for the markets. Host: Daniel Cassidy

Throughout the war, markets have been inclined to see the oil barrel as half full rather than half empty. Thus, markets are inclined to view the ceasefire as a definite end to the conflict. Iran’s low level of trust in the US administration’s commitment to agreements means examining the motives for the shift is important.

Join Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios and Head of the Private Client US Equity Team with UBS Asset Management, as he shares a performance update for US equities. Host: Dominic Schagar, Senior Equity Investment Specialist. Recorded on 18.03.26

US President Trump’s Iranian deadline concerns markets as escalation will do further damage to regional infrastructure. If the US or Iran attacks desalination plants, the ability of people to remain in the region is questioned. Destroying energy infrastructure delays oil market normalization beyond when Iran chooses to reopen the Strait of Hormuz. Markets’ bias to optimism and a pattern of the US delaying its deadlines have muted the price response.

Following a holiday-shortened week that yielded the first positive market performance in over a month, despite further risk of escalation in the U.S.-Iran war, the question that investors are asking at the start of a new week is; where do we go from here? Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, drops by with thoughts around market direction and portfolio positioning. Host: Daniel Cassidy