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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

Top of the Morning: 'Review and Preview Global Edition'

10/18/2019
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On today's podcast: a potential Brexit agreement, U.S. corporate earnings, the upcoming U.S. Federal Reserve meeting (will they cut again?), the week ahead (what we're looking out for). Guest: Vince Heaney, Cross Asset Strategist for the UBS Chief Investment Office. Host: Anthony Pastore.

UBS On-Air: 'Washington Weekly Podcast'

10/18/2019
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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 Congressional agenda and prospects for impeachment, an update on trade, thoughts on the Syria and Turkey conflict, Decision 2020 and more. Today's Guest: Shane Lieberman from the UBS U.S. Office of Public Policy. Host: Daniel Cassidy

Duration:00:16:22

Top of the Morning: 'Q3 earnings preview and the week ahead'

10/18/2019
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It's Friday morning and that means it's time for the week in review and preview. We will touch on the start of the Q3 corporate reporting season, notable macro data-points, what to expect in the week ahead and more. Featured is Equity Strategist Americas from the UBS Chief Investment Office, Ed Tran. Host: Daniel Cassidy

Duration:00:10:03

Top of the Morning: 'Municipal Market Guide: Debating healthcare'

10/17/2019
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As the fourth quarter is underway we will take a look at the performance of one of the stronger performing sectors YTD and break down the opportunities throughout the muni market. Featured is Senior Municipal Strategist Americas from the UBS Chief Investment Office, Kathleen McNamara. Host: Nash Wedderburn

Duration:00:07:50

Top of the Morning: 'The power of the internet'

10/16/2019
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With so much concern around slowing global economic growth, we will take a closer look into one of CIO's themes and it's exposure to secular growth trends. Featured is Thematic Investment Associate Americas from the UBS Chief Investment Office, Michelle Laliberte. Host: Nash Wedderburn.

Duration:00:08:51

Top of the Morning: 'The greener side of fixed income'

10/15/2019
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Today we take a look into the latest edition of the Fixed Income Strategist and explore the greener side of the asset class, including opportunities within. Featured are Senior Fixed Income Strategist Americas, Leslie Falconio and Dan Kelsh Senior Credit Strategist Americas, both from the UBS Chief Investment Office. Host: Nash Wedderburn

Duration:00:14:54

Top of the Morning: 'What does "life expectancy" actually mean?'

10/14/2019
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During Retirement investors are still faced with multiply risks. One of those risks, which also happens to be the most overlooked risk is "LONGEVITY RISK." Today we will take a deeper dive into the importance of longevity risk during retirement years. Featured is Total Wealth Strategist Americas from the UBS Chief Investment Office, Ainsley Carbone. Host: Nash Wedderburn Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a...

Duration:00:14:32

Top of the Morning: 'Week in Review and Preview'

10/11/2019
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Today: thoughts on the China / US trade talks, results of the minutes of the latest FOMC meeting (what does it tell us about the direction of monetary policy), fixed income movers and what's coming up in the week ahead. Today's guest: Barry McAlinden, Senior Fixed Income Strategist, UBS Chief Investment Office. Host: Anthony Pastore

Duration:00:12:06

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

10/11/2019
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This week: U.S./China trade talks in Washington DC and the overall market impact, digesting the latest FOMC Minutes, recent economic data and a look at the week ahead. Host: Anthony Pastore

Duration:00:10:59

Top of the Morning: 'China / U.S. Trade Talks: What will they do?'

10/10/2019
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China's top trade negotiator, Vice Premier Liu He, arrives in Washington today with hopes for an agreement between the US and China over trade. Could the countries come to a resolution? What is the likelihood of any progress at all? Today we'll take an in-depth look at a number of different scenarios and what it all means for investors. Today's guest: Jason Draho, head of Asset Allocation Americas, Chief Investment Office Americas. Host: Anthony Pastore

Duration:00:11:55

Top of the Morning: 'All things Oil: Oil markets update'

10/9/2019
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With volatility beginning to ramp up in the oil markets on the back of trade talks, we will take a dive into the movers and concerns across the oil markets. Featured is Energy Analyst Americas from the UBS Chief Investment Office, Nicki Decker. Host: Nash Wedderburn

Duration:00:25:39

Top of the Morning: 'Division and Discord: Trade talks, Fed policy and national politics'

10/8/2019
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In the current market environment, divisions have emerged; from trade talks, to Fed Policy and of course national politics. How have these three events impacted various financial sectors? Does UBS see a recession in 2020? What's the outlook for markets overall? Today's guest: Frank Sileo, Senior Fixed Income Strategist. Host: Anthony Pastore

Duration:00:16:56

Top of the Morning: 'Smart Mobility'

10/7/2019
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Global environmental concerns continue to gain notoriety, throughout all industries. We will take a look into the theme of smart mobility and the new areas of opportunities throughout the space. Featured is Thematic Investment Associate Americas from the UBS Chief Investment Office, Michelle Laliberte. Host: Nash Wedderburn

Duration:00:11:15

UBS On-Air: 'Understanding HSAs'

10/7/2019
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Healthcare Savings Accounts (HSAs) are providing many individuals with a way to set aside money for qualified medical expenses. On a pre-tax basis, you can pay for things like deductibles, co-payments, and coinsurance. There are some specific rules of the road when it comes to contributing to HSAs and who can contribute TO them. In this podcast, we'll discuss eligibility, HSA benefits, tax advantages, use of funds and beneficiaries. Today's Guest: Ellen Breslow, Managing Partner of EAB...

Duration:00:13:32

Top of the Morning: 'Review and Preview Global Edition'

10/4/2019
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On today's podcast: economic data, impeachment, housing trends, trade and more. Guest: Vince Heaney, Cross Asset Strategist for the UBS Chief Investment Office. Host: Anthony Pastore.

Duration:00:10:28

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

10/4/2019
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It's Friday morning and that means it's time for the week in review and preview. We will recap this week's key market moving events, including notable macro economical data-points and more. Featured is Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Nash Wedderburn

Duration:00:13:24

UBS On-Air: "UBS House View Monthly Client Call and Webcast"

10/3/2019
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A discussion on the broader markets: a review of Q3, political impact, US/China trade tensions, the U.S. Federal Reserve and other global central banks, recent impactful economic data and more. Plus, live questions from the audience. Featured is Jason Draho, Head of Asset Allocation Americas, Chief Investment Office. Host: Anthony Pastore

UBS On-Air: 'How should I be positioned?'

10/3/2019
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"How should I be positioned" is a podcast series that explores the UBS House View recommendations and market views vs. those of our colleagues from asset management firms within the UBS partner network. Today's face-off pairs Jason Draho, Head of Asset Allocation Americas, Chief Investment Office at UBS and Erin Browne, Portfolio Manager, Multi Asset Strategies from PIMCO. Host: Daniel Cassidy

Duration:00:30:10

Top of the Morning: 'Irrigation without flooding'

10/3/2019
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As global growth concerns continue to be the pressing issue at hand, so does the search for new market opportunities. Today we will turn our sights towards the state of those emerging markets and the opportunities throughout. Featured is Emerging Markets Strategist Americas, Alejo Czerwonko, from the UBS Chief Investment Office. Host: Nash Wedderburn

Duration:00:07:16

UBS On-Air: 'Special market wrap-up for Wed Oct 2'

10/2/2019
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In this special post-market wrap-up podcast, Jeremy Zirin, Head of Equities Americas, will break down today's market actions, likely catalysts and provide overall guidance for investors. Host: Anthony Pastore

Duration:00:06:35