Top of the Morning – UBS Wealth Management Research-logo

Top of the Morning – UBS Wealth Management Research

Business & Economics Podcasts

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.

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: 'The week in review and preview'

2/21/2020
Today we recap the week that was by taking a look at what drove performance within the fixed income asset class, notable takeaways from the Fed's recent policy meeting, what to expect in the week ahead and more. Featured is Leslie Falconio, Senior Fixed Income Strategist Americas from the UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:15:02

Top of the Morning: 'A look at performance and opportunities within Preferreds'

2/20/2020
Today we turn back to fixed income for a performance update on the preferred space. We will discuss how the asset class has fared during the first few weeks of the year, what trend indicate about the new issue market, where opportunities exist and more. Featured is Frank Sileo, Senior Fixed Income Strategist Americas from the UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:16:12

Top of the Morning: 'Correlations between investor psychology and market performance'

2/19/2020
Today we examine the psychology behind recent investor behavior and what that behavior has meant for equity market performance despite being the midst of a risk event which carries with it wide ranging global implications. Featured is Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:16:49

UBS On-Air: 'Global Investor Forum - Coronavirus and market performance'

2/18/2020
In the second of this month's podcasts, Kiran Ganesh, Head of CIO Investment Communications at UBS GWM, talks with Supriya Menon, Senior Multi-Asset Strategist at Pictet Asset Management, about equity market performance, Coronavirus, global growth and investment opportunities in equities.

Duration:00:05:49

UBS On-Air: 'Global Investor Forum - Bond yields, central banks and positioning'

2/18/2020
In the first of this month's podcasts, Mark Haefele, Chief Investment Officer at UBS GWM, sits down with Andrew Balls, Chief Investment Officer Global Fixed Income at PIMCO, to exchange views on bond yields, central bank policy, safe havens and how investors should think about positioning bond portfolios in a low or negative yield world.

Duration:00:08:35

Top of the Morning: 'How will the 2020 election affect the healthcare sector'

2/18/2020
Of the many topics being addressed on the 2020 campaign trail, healthcare ranks top among them. Today we will dive into the implications of this focus to how the healthcare sector is performing relative to the broader market, notable reforms being discussed that may directly impact voters and more. Featured is Reid Gilligan, Equity Associate Analyst Americas, from the UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:09:53

UBS On-Air: 'Washington Weekly Podcast'

2/14/2020
Welcome to another edition of the Washington Weekly podcast, an in-depth look at what's occurring within the beltway and beyond. Today: Reflections on Iowa and New Hampshire, what current polling is pointing to, upcoming milestones on the campaign trail and more. Today's Guest: Shane Lieberman from the UBS U.S. Office of Public Policy. Host: Daniel Cassidy

Duration:00:12:58

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

2/14/2020
Today we recap the week that was and examine the drivers behind market movements, including Fed commentary, macro data-points and more. Plus, a look at what you can expect in the week ahead. Featured is Matt Tormey, Associate Equity Strategist Americas from the UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:09:52

Top of the Morning: 'Lessons from the quilt chart: US sectors'

2/13/2020
Today we turn our focus back to equities and showcase a unique method by which to illustrate performance across multiple sectors over the past couple of decades. Featured are David Lefkowitz, Senior Equity Strategist Americas and Jay Dobson, MLP and Utilities Analyst Americas, and Justin Waring, Investment Strategist Americas from the UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:20:08

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

2/13/2020
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: Takeaways from Fed Chair Jerome Powell's bi-annual Humphrey Hawkins testimony, a recap of notable macro-data, reflections on more Q4 earnings, the latest on the coronavirus, the 2020 campaign trail and the week ahead. Host: Daniel Cassidy

Duration:00:13:21

UBS On-Air: 'Special Update - Coronavirus - What do we know?'

2/13/2020
In this special podcast from Hong Kong, the discussion with nearly 15,000 newly confirmed cases and the number of deaths rising, we take a look at how the Coronavirus has dominated conversations on Wall Street and Main Street. What do we know and what can we do? Host: Jon Gordon.

Duration:00:09:17

Top of the Morning: 'US Themes: 5G Infrastructure - owning the inevitable'

2/12/2020
Today we explore a new investment theme which highlights the next phase in the evolution of wireless technology, the impact this emerging technology will have across multiple industries, the global economy and consumers. Featured are Laura Kane, Head of Thematic Research Americas, Kevin Dennean, Technology and Communications Services Analyst Americas, Jon Woloshin, Real Estate and Lodging Analyst Americas and Reid Gilligan, Equity Associate Analyst Americas from the UBS Chief Investment...

Duration:00:12:57

UBS On-Air: 'Special Edition - Financially Speaking with Mitch Slater and Tom Naratil'

2/11/2020
In this special edition of the UBS On-Air podcast, financial advisor Mitch Slater, and his business partner Ann Trainor, sit down for an informative conversation with Tom Naratil, President Americas at UBS and Co-President of UBS Global Wealth Management. They discuss 2020 and The Decade Ahead which Tom finds promising and exciting. They also speak about how critical Sustainable Investing, culture and collaboration are to the firm's success. Lastly, Tom offers wisdom and advice for the next...

Duration:00:32:39

UBS On-Air: 'Romance Cyber Scams: Protect your identity and your heart'

2/10/2020
Valentine's Day is a time to celebrate love and affection with candy, flowers and gifts. But for scam artists, it's a time to target those looking for companionship online. This is what is known as "Romance Scams". Who are these scammers potential victims? How can you protect yourself? Today's guest: Ellen Segriff, Head of Wealth Management Americas Privacy, Cyber and Information Security for UBS. Host: Anthony Pastore.

Duration:00:05:34

Top of the Morning: 'Investment strategy insights for the week ahead'

2/10/2020
As we begin the new week, we will touch on the conclusion of the Q4 reporting season, interpret what recent data is telling us, preview what you need to know and discuss how you should be positioned accordingly. Featured is David Lefkowitz, Senior Equity Strategist Americas, from the UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:16:37

UBS On-Air: 'Washington Weekly Podcast'

2/7/2020
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 State of the Union address and the Democratic response, the conclusion of the Senate Impeachment trial, reflections on Iowa and what's ahead on the campaign trail. Today's Guest: Shane Lieberman from the UBS U.S. Office of Public Policy. Host: Daniel Cassidy

Duration:00:14:28

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

2/7/2020
Today we recap the week that was, including reflections on the January employment report, developments surrounding the coronavirus and more. Plus, a look at what you can expect in the week ahead. Featured is Brian Rose, Senior Economist Americas, from the UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:10:14

UBS On-Air: 'We Are UBS - Making a difference'

2/7/2020
This is "We are UBS", a podcast series highlighting the incredible achievements of UBS colleagues. Over the course of the series, we talk to the men and women of UBS who are affecting positive changes in their lives and the lives of those around them. On today's podcast, we speak with Kevin Kelly, a UBS colleague who is also a n addictions counselor with a master's degree in Counseling, Clinical Mental Health. Kevin discusses what it's like to work in two very different industries, the...

Duration:00:22:31

UBS On-Air: 'Can you pay taxes with Bitcoin? (Hint, "no")'

2/6/2020
It has been said that paying taxes is one of the few guarantees in life; though what are the prospects and implications of paying taxes in crypto-currency? Featured is Chief Economist for UBS Global Wealth Management, Paul Donovan. Host: Daniel Cassidy

Duration:00:11:21

Top of the Morning: 'Modern Retirement Monthly: 2020 Retirement Guide'

2/6/2020
The new decade brings with it a variety of market factors that weigh on the minds of investors. Today we examine current investment sentiment and how to stay focused on long-term planning goals. We will also dive into what the implications of recent social security and legislative developments are to retirement plans and more. Featured is Ainsley Carbone, Total Wealth Strategist Americas, from the UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:14:39