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:
Eurozone shrugs off uncertainty with Brian Rose, Senior Investment Strategist.
Friday Morning Week in Review / Preview with Kurt Reiman, Head of Thematic Research
A discussion on 'Tax Implications for Discount Muni Bonds' with Kathleen McNamara, Senior Municipal Bond Strategist
Financials - 'Reaching a Plateau?' with CIO WMR Financials Analysts Mike Dion and Dean Ungar
'Investing in Callable Agency Bonds' with Jim Rhodes, Interest Rate Strategist
Sequestration and the Overall Impact of Politics on Today's Investment Landscape.
'Effects of sequestration on the markets and your portfolio,' with Thomas Berner and David Lefkowitz
A week in review / preview discussion with Jeremy Zirin, Chief Equity Strategist
A discussion on the Valuation of Puerto Rico Bonds with Kristen Stephens, Municipal Research Analyst
A discussion on the Italian Elections & UK Credit Rating Downgrade with Andreas Hoefert, Chief Economist
'Bear markets in bonds - separating fact from fantasy' with Michael Crook, Co-head of Investment Strategy
A discussion on the UBS Weekly Guide: "Of policy and politics" with Mike Ryan, Chief Investment Strategist
Discussion of the March UBS Investment Strategy Guide - 'Meteors and Inflation' with Stephen Freedman, Co-Head of Investment Strategy
'How to Position Portfolios in the Current Rate Environment' with Brian Nick, Senior Investment Strategist
A discussion on Municipal Bonds, Treasuries, bond insurance, looming sequestration and investment themes with Kathleen McNamara, Senior Municipal Strategist.
