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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: 'Fixed Income Strategist: 2020 outlook, don't expect a sequel'

11/18/2019
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Fixed income assets have delivered strong performance throughout 2019. So what kind of performance may we expect to see in 2020? Today we answer that question, highlight notable headwinds to the asset class, where pockets of opportunity exist and more. Featured is Senior Fixed Income Strategist Americas, from the UBS Chief Investment Office, Leslie Falconio. Host: Daniel Cassidy

Duration:00:10:43

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

11/15/2019
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On today's podcast: is there a China US resolution on the horizon, could negative interest rates prevail, what does the current flooding in Venice tell us about the theme of climate change and action and what's coming up next week with central banks, economic data and more. Guest: Chris Swann, Cross Asset Strategist for the UBS Chief Investment Office. Host: Anthony Pastore.

Duration:00:11:25

UBS On-Air: 'UBS CIO Global Investor Forum: Sustainable Investing & ESG'

11/15/2019
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In this month's podcast, Mark Haefele, UBS Global Chief Investment Office, Amanda Young, Head of Global ESG Investment Research at Aberdeen Standard, and James Purcell, Head of Sustainable Investing at UBS CIO GWM, discuss the future of sustainable investing.

Duration:00:12:51

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

11/15/2019
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Today we recap the week that was by breaking down some notable Fedspeak and how fixed income market responded. We will also provide a sneak preview of fixed income performance projections for 2020, take a look at the week ahead and more. Featured is Senior Fixed Income Strategist Americas, from the UBS Chief Investment Office, Leslie Falconio. Host: Daniel Cassidy

Duration:00:08:16

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

11/14/2019
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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: Fed Chair Jerome Powell's semi-annual Congressional testimony, market implications of this week's impeachment hearings, the latest on trade and the week ahead. Host: Daniel Cassidy

Duration:00:09:33

Top of the Morning: 'MLPs: Performance overview and outlook'

11/14/2019
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Today we turn our focus to Master Limited Partnerships (or MLPs) and breakdown the drivers behind second-half performance, a sector outlook, how you should be positioned within the space accordingly and more. Featured is MLP and Energy Infrastructure Analyst Americas, from the UBS Chief Investment Office, Jay Dobson. Host: Daniel Cassidy

Duration:00:14:57

Top of the Morning: 'Oil prices: The catalysts behind where we are and where we're headed'

11/13/2019
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Today we check in on oil prices and examine what has been driving prices as of late, where prices might he headed and more. Plus, some thoughts on the recent performance of and opportunities within the US energy sector. Featured is Energy Analyst Americas, from the UBS Chief Investment Office, Nicki Decker. Host: Daniel Cassidy

Duration:00:13:06

Top of the Morning: 'US Communications Services: Sector overview and outlook'

11/12/2019
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What does the future look like for content streaming, big internet companies and 5G? Today we answer those questions for you, speak to the notable tailwinds and headwinds tied to the Communications Services sector, where opportunities exist within and more. Featured are Technology and Communication Services Analyst Americas, Kevin Dennean and Equity Associate Analyst Americas, Reid Gilligan, both from the UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:19:14

Top of the Morning: 'Open enrollment: A checklist for 2020 benefits'

11/11/2019
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It's that time of the year again when we sit down, assess and select workplace benefits. Today we will walk you through the open enrollment checklist to help alleviate what can be a daunting annual exercise. Featured is Total Wealth Strategist Americas, from the UBS Chief Investment Office, Ainsley Carbone. Host: Daniel Cassidy

Duration:00:13:10

UBS On-Air: 'Misconceptions about Social Security'

11/11/2019
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For many, Social Security can feel like a one size fits all benefit: You hit retirement age, claim it and then move on to enjoy the rest of your big plans. In reality, there are a handful of considerations you need to think about before you claim your benefits. Many of these depend on your situation -- your age, your marital status and your long-term retirement saving plans, among others. Guest: Carlo Cordasco, National Field Director with the Nationwide Retirement Institute. Host: Anthony...

Duration:00:26:06

UBS On-Air: 'Washington Weekly Podcast'

11/8/2019
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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: Election Day outcomes and implications, developments on the 2020 campaign trail, updates on government funding and trade and more. Today's Guest: Shane Lieberman from the UBS U.S. Office of Public Policy. Host: Daniel Cassidy

Duration:00:13:54

UBS On-Air: 'Behavioral Investing: The dos and dont's of investing when volatility strikes'

11/8/2019
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Volatility in the markets is an inevitable reality of investing. When a spout of volatility or a downturn occur, it is easy for investors to implement short-term allocation changes to their portfolios and deviate from the long-term plan. On today's podcast, we will define the current investment landscape, what the right kind of financial plan should consist of, explain why one should invest for a lifetime and highlight some notable behavioral investing traps to avoid. Featured are Michael...

Duration:00:25:40

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

11/8/2019
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We reflect back on the week that was and discuss the conclusion of the Q3 reporting season, notable macro-data points, the week ahead and more. Featured is Equity Strategist Americas, from the UBS Chief Investment Office, Ed Tran. Host: Daniel Cassidy

Duration:00:09:24

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

11/7/2019
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A discussion on today's broader markets: US/China trade update and market implications, economic data in the U.S. and abroad, the direction of the U.S. Federal Reserve, Brexit, Q3 earnings season and more. Plus, live questions from the audience. Featured is Jason Draho, Head of Asset Allocation Americas, Chief Investment Office. Host: Anthony Pastore

Duration:00:39:25

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

11/7/2019
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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: Drivers behind the recent equity rally, the latest on US-China trade, a roundup of notable macro data-points and the week ahead. Host: Daniel Cassidy

Duration:00:10:11

Top of the Morning: 'US Industrials: Q3 reflections and outlook'

11/7/2019
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As Q3 reporting begins to wind down, we reflect on how sector performance measured up, notable tailwinds and headwinds, trends and positioning. Featured is Industrials and Materials Analyst Americas, from the UBS Chief Investment Office, Adam Scheiner. Host: Daniel Cassidy

Duration:00:12:45

Top of the Morning: 'Yield & Income: All systems go?

11/6/2019
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Today we turn our focus back to yield and income sectors and examine asset class performance amid the current macro backdrop, the implications of 'cross-currents' to the space, where opportunities exist and more. Featured is Senior Fixed income Strategist Americas, from the UBS Chief Investment Office, Frank Sileo. Host: Daniel Cassidy

Duration:00:16:46

Top of the Morning: 'US Consumer Staples: Sector and performance overview'

11/5/2019
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Today we discuss all things consumer staples by examining sector performance trends and drivers, the Q3 reporting season, notable risks where opportunities exist. Featured is Consumer Analyst Americas, from the UBS Chief Investment Office, Rob Samuels. Host: Daniel Cassidy

Duration:00:10:24

Top of the Morning: 'UBS House View: Switching channels'

11/4/2019
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As the tide shows signs of turning for some notable market risks which have captivated investor attention, we examine other catalysts which may influence market performance and how you should positioned your portfolio accordingly. Featured is Head of Asset Allocation Americas, from the UBS Chief Investment Office, Jason Draho. Host: Daniel Cassidy

Duration:00:15:38

UBS On-Air: 'Review and Preview Global Edition'

11/1/2019
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On today's podcast: new record for the S&P 500 (can this trend continue), a new hawkish tone from the US Federal Reserve, the latest on Brexit and a new general election in December and what is on tap for next week. Guest: Chris Swann, Cross Asset Strategist for the UBS Chief Investment Office. Host: Anthony Pastore.

Duration:00:09:51