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:
A discussion of Emerging Markets Corporate Credit and a week in review & preview with Brian Nick, Senior Strategist
A discussion of the Investment Strategy Guide: "The impact of favoring the British Pound over the Euro" with Brian Nick, Senior Investment Strategist
Potential new EPA rules and carbon regulation and the impact of each on the utilities sector with Joe Kenol, Utilities Analyst.
A discussion on the U.S. Equities Industrials Monthly: "A breather before 1Q confirms EPS growth" with Andy Sutphin, Materials Analyst
A conversation on U.S. Equities: 'We're we've been and where we're going' - with Jeremy Zirin, Chief Equity Strategist
How political risks are weighing on euro assets with Brian Rose, Senior Investment Strategist.
Discussion of the America's Counties Campaign - 'On the Road to Recovery' - with Kristen Stephens, Head of Municipal Credit.
Discussion on the new 3.8% Surtax on Net Investment Income with Ann Bjerke, Senior Wealth Strategist
Discussion of the possible fiscal challenges ahead in the U.S., with Katie Klingensmith, Economic & Policy Analyst
Recap of the Weekly Guide 'Accentuating the positive (even when growth is negative)' with Brian Nick, Senior Investment Strategist
A "Week in Review" discussion with Brian Rose, Senior Investment Strategist.
Investing in Commodities with Michael Crook, Co-Head of Investment Strategy
Discussion of the U.S. Economy: "The policy buck stops with Uncle Sam" with Thomas Berner, U.S. Economist
Discussion of the Weekly Guide "Introducing our new strategic asset allocations" with Brian Nick, Senior Investment Strategist.
Discussion of the February Investment Strategy Guide: "Fundamentals finally wagging the dog" with Mike Ryan, Chief Investment Strategist
