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Top of the Morning – UBS Wealth Management Research

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Top UBS strategists offer analysis and investment guidance on each day’s most critical economic, political and market developments.

Top UBS strategists offer analysis and investment guidance on each day’s most critical economic, political and market developments.
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Location:

United States

Description:

Top UBS strategists offer analysis and investment guidance on each day’s most critical economic, political and market developments.

Language:

English


Episodes

UBS On-Air: 'CES 2020 Highlights: A great time for tech'

1/24/2020
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For all of you tech geeks out there (your podcast host included) it is an exciting time. The 2020 Consumer Electronics Show in Las Vegas recently took place and introduced the world to all kinds of new tech: from AI and robotics, to new and exciting health tech, to virtual cities to food (?) and everything in between. Today we break down some of the highlights from CES and discuss the real world feasibility of these technologies as well as the investment opportunities. Today's guests: Kevin...

Duration:00:26:47

Top of the Morning: 'The week in review and preview'

1/24/2020
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We recap the week that was by highlighting the events which shaped market activity. We also provide some insights into what is driving performance within preferred securities and credit, as well as preview what you can expect in the week ahead. Featured are Frank Sileo, Senior Fixed Income Strategist and Dan Kelsh, Senior Credit Strategist from the UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:20:25

UBS On-Air: 'Washington Weekly Podcast'

1/24/2020
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Welcome to another edition of the Washington Weekly podcast, an in-depth look at what's occurring within the beltway and beyond. Today: Thoughts and reflections on week 1 of the US Senate impeachment trial of President Trump, along with expectations for the week ahead. Today's Guest: Shane Lieberman from the UBS U.S. Office of Public Policy. Host: Daniel Cassidy

Duration:00:11:05

UBS On-Air: 'Investor Sentiment Survey: What do investors think?'

1/24/2020
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What do investors think about the economy? What do they think about the upcoming election? How do they feel about the direction of the markets? Are they still holding significant amounts of cash? How do they feel in the US vs. globally? What happens if you are a business owner? All of these findings and more are in the latest Investor Sentiment for the fourth quarter of 2019. Today's guest: Jeff Scott, Head of Client Insights. Host: Anthony Pastore

Duration:00:08:46

UBS On-Air: 'Art Cashin: On the Markets'

1/23/2020
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From the floor of the New York Stock Exchange, the UBS Director of Floor Operations, Art Cashin, delivers you timely insight into the week's key market moving events and previews the week ahead. This week: Davos highlights and takeaways, the implications of the coronavirus, reflections on the Senate Impeachment Trial, Q4 earnings and what to expect in the week ahead. Host: Daniel Cassidy

Duration:00:12:32

UBS On-Air: 'UBS CIO Global Investor Forum'

1/22/2020
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In this month's podcast, Themis Themistocleous, Head EMEA Office at UBS GWM, is in discussion with Gilles Moec, Group Chief Economist at Axa, to exchange views on trade tensions and the impact of Phase 1 Deal on global markets.

Duration:00:08:30

Top of the Morning: 'Is the US immune to oil supply disruptions in the Middle East?'

1/22/2020
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Is the US oil independent? Today we will receive some clarity on that question which carries varying perspectives. We will also touch on how oil markets have responded to recent geopolitical tensions and where prices might be headed from here. Featured is: Nicki Decker, Energy Analyst from the UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:16:06

Top of the Morning: 'Munis: A 2020 outlook and themes'

1/21/2020
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Today we turn our focus to the muni market to highlight the drivers behind what was a banner year for the asset class, what 2020 might have in store, notable portfolio themes and much more. Featured is Kathleen McNamara, Senior Municipal Strategist from the UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:09:07

UBS On-Air: 'Washington Weekly Podcast'

1/17/2020
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Welcome to another edition of the Washington Weekly podcast, an in-depth look at what's occurring within the beltway and beyond. Today: Takeaways from this week's Democratic Presidential debate, an impeachment update, trade milestones, Iran and more. Today's Guest: Shane Lieberman from the UBS U.S. Office of Public Policy. Host: Daniel Cassidy

Duration:00:16:52

Top of the Morning: 'The week in review and preview'

1/17/2020
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Today we recap the week that was, including new records for equity markets, a busy macro-data calendar, notable trade progress, the beginnings of the Q4 earnings season and more. Plus, a preview of what you can expect in the week ahead. Featured is Matt Tormey, Associate Equity Strategist, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:11:55

UBS On-Air: 'LIBOR-SOFR: An overview and understanding the transition'

1/16/2020
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Leslie Falconio, Senior Fixed Income Strategist, hosts this limited podcast series which aims to educate you on the upcoming transition from LIBOR to SOFR. Leslie and her esteemed guests will break down for you everything you need to know about this transition, including the implications to institutions, financial markets and investors. On Part 1, Leslie is joined by UBS's Christian Rasmussen.

Duration:00:31:55

UBS On-Air: 'Art Cashin: On the Markets'

1/16/2020
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From the floor of the New York Stock Exchange, the UBS Director of Floor Operations, Art Cashin, delivers you timely insight into the week's key market moving events and previews the week ahead. This week: what's driving the equity rally, a macro round-up, trade milestones, impeachment next-steps and what to expect in the week ahead. Host: Daniel Cassidy

Duration:00:07:33

Top of the Morning: 'US Information Technology: Sector update and outlook'

1/15/2020
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2019 was the best year in a decade for the US IT sector, so what might 2020 have in store? Today we break down for you sector performance expectations, trends and themes you might expect in the year ahead and how to be positioned within the sector accordingly. Featured are Technology and Communications Services Analyst Kevin Dennean, and Equity Associate Analyst Reid Gilligan, UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:20:10

Top of the Morning: 'Fixed Income Strategist: 2020 outlook: Tepid returns ahead'

1/14/2020
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As was the case for many asset classes, returns for fixed income assets were strong in 2019. So what can fixed income investors expect with respect to returns in 2020. Today we will answer that question and more. Featured is Senior Fixed Income Strategist from the UBS Chief Investment Office, Leslie Falconio. Host: Daniel Cassidy

Duration:00:14:35

Top of the Morning: '2020 Vision: The US asset allocation outlook'

1/13/2020
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2019 may have been one for the record books as far as asset class returns, so can 2020 measure up? Today we will break down for you the performance expectations, the likely drivers behind them, the prospects for volatility and how your portfolio should be positioned accordingly. Features Head of Asset Allocation from the UBS Chief Investment Office, Jason Draho. Host: Daniel Cassidy

Duration:00:17:17

UBS On-Air: 'Does oil matter?'

1/10/2020
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Oil prices. How influential are they to the broader global economy? Featured is Chief Economist for UBS Global Wealth Management, Paul Donovan. Host: Daniel Cassidy

Duration:00:14:00

Top of the Morning: 'December Jobs, geopolitics, the week ahead and more'

1/10/2020
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Today we will recap the week that was by examining the impact of geopolitical tensions to the markets, the health of the US labor market, commentary from the Fed and more. Plus, what you can expect in the week ahead. Featured is Senior Economist from the UBS Chief Investment Office, Brian Rose. Host: Daniel Cassidy

Duration:00:08:46

UBS On-Air: 'Washington Weekly Podcast'

1/9/2020
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Welcome to another edition of the Washington Weekly podcast, an in-depth look at what's occurring within the beltway and beyond. Today: The latest on US-Iran tensions and potential next-steps, the 2020 US legislative agenda, next-steps on impeachment, an update from the 2020 campaign trail and more. Today's Guest: Shane Lieberman from the UBS U.S. Office of Public Policy. Host: Daniel Cassidy

Duration:00:13:10

UBS On-Air: 'Art Cashin: On the Markets'

1/9/2020
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From the floor of the New York Stock Exchange, the UBS Director of Floor Operations, Art Cashin, delivers you timely insight into the week's key market moving events and previews the week ahead. This week: the market impact of recent US-Iran tensions and potential next-steps, the latest on impeachment, highlights of macro-data points and what to expect in the week ahead. Host: Daniel Cassidy

Duration:00:09:11

Top of the Morning: 'Looking through the noise of rising US-Iran tensions'

1/7/2020
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With tensions in the Middle East gripping investor attention in recent days, we examine from a historical standpoint the kind of impact geopolitical flare ups have on market activity and asset class returns. Featured is Head of Asset Allocation from the UBS Chief Investment Office, Jason Draho. Host: Daniel Cassidy

Duration:00:14:24