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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: '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

UBS On-Air: 'Washington Weekly Podcast'

11/1/2019
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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 latest on impeachment, trade developments, Boeing testimony, the fight on terror, Decision 2020 and more. Today's Guest: Shane Lieberman from the UBS U.S. Office of Public Policy. Host: Daniel Cassidy

Duration:00:16:39

UBS On-Air: 'Investor Sentiment Survey - Holding on and feeling optimistic'

11/1/2019
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The latest investor sentiment survey asks the question, how confident are you? In the survey for the third quarter, individual investors and business owners were asked to discuss their thoughts on the markets, investing and what keeps them up at night. The results may surprise you. Guests: Alicia Curry, Executive Director, Client Strategy Office and Jeff Scott, Head of Insights. Host: Anthony Pastore.

Duration:00:12:45

Top of the Morning: 'Jobs report, FOMC takeaways and the week ahead'

11/1/2019
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Global central bank policy meetings, notable economic releases and more. What a week it was, today our guest will recap every macro data point you need to know and preview what you can expect in the week ahead. Featured is Senior Economist Americas, from the UBS Chief Investment Office, Brian Rose. Host: Daniel Cassidy

Duration:00:11:27

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

10/31/2019
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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. Takeaways from the FOMC, the latest on US-China trade, a roundup of notable macro data-points, mid-season checkup on Q3 earnings and the week ahead. Host: Daniel Cassidy

Duration:00:13:43

Top of the Morning: 'Emerging markets: Takeaways from the IMF-World Bank Meetings and social unrest'

10/31/2019
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Today we turn our focus back to the emerging markets and examine some recent developments within and performance drivers of the asset class; plus, some takeaways from the recent IMF Fall Meetings in Washington DC. Featured is Emerging Markets Strategist Americas from the UBS Chief Investment Office, Alejo Czerwonko. Host: Daniel Cassidy

Duration:00:11:33

Top of the Morning: 'How trade and investment are working to slow growth'

10/30/2019
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Concern over slowing global growth remains present amongst investors; today we examine what the slowdown is stemming from and the geographies which are feeling it the most. Featured is Chief Economist for UBS Global Wealth Management, Paul Donovan. Host: Daniel Cassidy

Duration:00:12:47

Top of the Morning: 'Senior loans: Performance, risks, outlook and more'

10/29/2019
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As investors continue to seek opportunities within fixed income, today we continue our conversation on the asset class and examine the fundamentals and performance of senior loans. Featured are Senior Fixed Income Strategist Americas, Leslie Falconio and Senior Credit Strategist Americas, Barry McAlinden, both from the UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:13:57

UBS On-Air: 'Biden & Warren & Sanders... and taxes'

10/28/2019
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As we move further into the upcoming election cycle, there are still many candidates on the campaign trail for the Democrats, and all with a different vision of the future of the country. What are their thoughts on taxes? What are the top candidates proposing? How will those proposed changes impact you and your family? We'll break down the tax proposals of three top Democratic candidates today. Guest: Emily Brunner, Senior Wealth Strategist from the UBS Advanced Planning Group. Host: Anthony...

Duration:00:12:24