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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: '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

UBS On-Air: 'CIO House View Client Call and Webcast'

1/2/2020
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On today's monthly webcast, the first of the new decade, the discussion revolved around a review of the markets in 2019, a look ahead at 2020, the outlook for recession, expectations for global central banks, asset allocation recommendations and more. With Jason Draho, Head of Asset Allocation for the UBS Chief Investment Office. Host: Anthony Pastore.

Duration:00:41:50

UBS On-Air: 'Was 2019 better than we think?'

12/20/2019
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Should investors take initial economic data releases at face value? Today we dive into what economic data revisions are, what they tell us and why they should be more closely followed by investors. Featured is Chief Economist for UBS Global Wealth Management, Paul Donovan. Host: Daniel Cassidy

Duration:00:11:39

UBS On-Air: 'Washington Weekly Podcast'

12/19/2019
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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: an 'Impeachment 101' and where the process goes from here, the implications of the SECURE Act and more. Today's Guest: Shane Lieberman from the UBS U.S. Office of Public Policy. Host: Daniel Cassidy

Duration:00:14:19

Top of the Morning: 'US equities: A 2020 outlook'

12/19/2019
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With just a week to go in 2019, we will take a look into the year ahead. Today we will turn our focus to this current economic backdrop, the meaning for the US equity markets in 2020 and how to be positioned accordingly. Featured is Senior Equity Strategist from the UBS Chief Investment Office, David Lefkowitz. Host: Nash Wedderburn

Duration:00:16:15

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

12/19/2019
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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: implications of impeachment to the markets, thoughts on recent trade developments and next-steps for USMCA and what to expect for the balance of the year. Host: Daniel Cassidy UBS On-Air's Art Cashin on the Markets Podcast will resume in January 2020!

Duration:00:09:43

Top of the Morning: 'How to position amid recent market risk clarity'

12/18/2019
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Today we turn our focus to some notable progress which has recently been made on several key trade fronts, the potential next-steps and what it all means for portfolio positioning. Featured is Head of Asset Allocation Americas from the UBS Chief Investment Office, Jason Draho. Host: Daniel Cassidy

Duration:00:17:25

UBS On-Air: 'Planning for College: Saving, investing and going'

12/17/2019
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It's no secret that the cost of higher education today is more expensive than ever before, and getting more costly every year. This fact is on the minds of parents AND children. Some high school students are even thinking of skipping college because of those high tuition rates. On this podcast, we'll look at the real cost of NOT going to college, and what you, as the parent of a future graduate, can do to encourage them to think seriously about going to college (how does an extra million...

Duration:00:23:29

Top of the Morning: 'UK general election: Outcome and Brexit implications'

12/17/2019
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The UK has spoken. Today we examine and outcome and implications of the recent general election, what the market response has been like, the path forward for the Brexit process and more. Featured is Economist Dean Turner, from the UBS Chief Investment Office. Host: Daniel Cassidy

Duration:00:11:15