Top of the Morning – UBS Wealth Management Research
Summary: Top UBS strategists offer analysis and investment guidance on each day’s most critical economic, political and market developments.
Podcasts:
Monetary policy has been very much in focus this week as Fed Chair Jerome Powell testified before congress. Today my guest will provide key highlights from the testimony, speak to notable economic data points and more. Featured is Brian Rose, Senior Economist from the UBS Chief Investment Office. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC
Today we turn our focus to the muni market as we will examine how the asset class has performed during the first half of the year and what the second half may have in store. We will also highlight efforts underway throughout the U.S. to separate states and municipalities, discuss portfolio themes and more. Featured is Kathleen McNamara, Senior Municipal Strategist from the UBS Chief Investment Office. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC
Today we will discuss how location plays a vital role in helping create a savings plan for your retirement and how understanding your lifestyle expectations can help you make the right choices in planning for where you will ultimately retire. Featured is Justin Waring, CIO-A Investment Strategists. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC
Shane Lieberman, from the UBS US Office of Public Policy, joins the podcast to discuss the latest news out of the world of geopolitics Today, we discuss the ongoing trade tensions and new tariffs on China, the NATO summit in Brussels, President Trump's upcoming one-on-one meeting with Vladimir Putin and the nomination of Brett Kavanaugh to the Supreme Court. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.
It has been quite a week for the markets, particularly with ongoing trade tensions between the US and China, the start of second quarter earnings season and some important economic data. It's Friday, so we will review those headlines and take a look at what's coming up next week. Our guest today is Edmund Tran, Equity Strategist from the UBS Chief Investment Office. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.
There has been a lot of action and volatility in the markets recently. Today, we focus on the fixed income space, particularly when it comes to the pace and direction of interest rates, the meaning of a flattening yield curve, risks and opportunities. Join back Leslie Falconio, Senior Fixed Income Strategist from the UBS Chief Investment Office. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.
On Wednesday, July 11th, the Trump administration imposed $200bn of tariffs on Chinese imports. On this podcast, we discuss what those tariffs are, what they mean for markets and where we go from here as investors. Featuring Jason Draho, Head of Tactical Asset Allocation, and Alejo Czerwonko, Emerging Markets Strategist. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.
Believe it or not, we have reached the mid-way point of 2018. Today my guest will provide reflections on the first half of the year – including a breakdown of asset class performance – and provide expectations for what the second half of 2018. Featured is Jason Draho, Head of Tactical Asset Allocation, Americas from the UBS Chief Investment Office. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC
It's Friday morning and that means it's time for the week in review and preview. Despite it being a holiday week, there was no shortage of notable developments which span economic indicators to trade. My guest will recap it all for us and preview what can expect in the week ahead. Featured is Brian Rose, Senior Economist from the UBS Chief Investment Office. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC
UBS House View Monthly Client Call with David Lefkowitz, Senior Equity Strategist Americas, UBS Wealth Management CIO. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC
Today we turn our focus to financials as we examine sector performance drivers, what the second half of 2018 has in store for the sector and where opportunities currently exist. We'll also get a progress report on President Trump's financial regulatory reform with Brad Ball, Financials Equity Sector Strategist from the UBS Chief Investment Office. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.
The Washington Weekly podcast is an in depth look at what's happening within the Beltway and beyond. Today, Shane Lieberman, from the UBS US Office of Public Policy discusses recent developments surrounding trade, the US Supreme Court, legislation, geopolitics and more. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.
It's Friday morning and that means it's time for the week in review and preview. My guest, US Economist Brian Rose, will recap this week's key events, including further developments surrounding trade, movement in oil prices, economic data points and more. Plus, we will discuss what you can expect in the week ahead. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.
Today we turn our focus to emerging markets as we examine the drivers behind recent performance, what the second half of 2018 has in store for the asset class, where opportunities exist and more. Featured is Alejo Czerwonko, Emerging Markets Strategist from the UBS Chief Investment Office. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC
Trade tensions have continued to escalate between the US and China igniting market volatility around the globe. Listen to a special call featuring top global UBS strategists to find out what it means for you as we enter the second half of 2018. Featured is Jeremy Zirin, Head of Investment Strategy Americas, UBS Chief Investment Office, John Savercool, Head of US Office of Public Policy and Preston Keat, Head of Political and Country Risk. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC