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 with Stephen Freedman, Head of Investment Strategy, on asset allocation recommendations in the new November Investment Strategy Guide.
An interview with Senior Economic and Policy Analyst Katie Klingensmith on chances for a US rating downgrade, the debt ceiling debate, and other fiscal challenges facing the next President and Congress.
A conversation with Energy Analyst Nicki Decker on the energy sector, including investment opportunities, implications of the upcoming US election and prospects for North American energy independence.
A discussion with Jeremy Zirin, Head of US Equity Strategy, on Q3 earnings season and the prospects equity market prospects for the remainder of the year.
An interview with Senior Investment Strategist Brian Rose focused on international markets, specifically China's economic state.
An interview with US Economist Thomas Berner on the state of the US housing recovery.
