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:
It's Friday morning and that means it's time for the week in review and preview. We will discuss Fed commentary, the North Korea/US summit cancellation, the latest China/US trade negotiations, the vote on regulatory reform and more. Plus, thoughts on what to expect in the week ahead with Justin Waring, Investment 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.
Today we turn our focus to how investors define and perceive risk, how they react to the market in the short term, and how trending headlines and viral content often mislead our senses and instincts. Featured is Justin Waring, CIO Investment Strategist Americas, 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
2018 has been an eventful year thus far in terms of geopolitical developments which carry with them significant implications to both foreign policy and financial markets. Hear Senator George Mitchell, member of the UBS Americas Advisory Council and Mike Ryan, Chief Investment Officer Americas from the UBS Chief Investment Office, provide perspectives into these geopolitical developments, how they may progress over time and the implications they carry. 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
We turn our focus to the muni market as we examine the implications of rising rate volatility, uncover what's behind the recent drop new issuance volume and how the debate over legalized marijuana ties into the asset class. 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
Join Bob Madden, UBS Senior Wealth Strategist, as he will walk your through what net gifts are, when they are best to leverage, why they serve as a valuable planning tool 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
When a bull markets ends, what should you do? Sell everything and wait for the bear market or is there a different and better strategy? We’ll talk about that today with Michael Crook, Head Americas UHNW and Institutional Strategy. 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 are focusing on the latest and greatest in technology. Kevin Dennean, IT and Telecom Sector Strategist for the Chief Investment Office, talks about the improvement in IT spending, changes in the cycle, results of recent earnings and what he's excited in terms of what's coming in tech. 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 in the Beltway and beyond. Today, Shane Lieberman, from the UBS US Office of Public Policy, discusses notable developments in the nation's capital: Trade talks (China negotiations and NAFTA), House Immigration bill, House vote on Dodd-Frank regulation, Senate Banking Committee on CFIUS. 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. Today, we look at a week filled with economic data and comments from a number of Fed officials. What does this all say about the state of the US economy? We'll find out this morning when we speak with UBS Chief Investment Office, Senior Economist, Brian Rose. 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 cover the latest yield and income report with UBS Chief Investment Office Senior Fixed Income Strategist Frank Sileo. Our guest will speak to the recent enhancements in the report on rates this week including recent performance in the ten year yield, adjusted yield recommendations, what those changes mean and where opportunities currently exist. 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 U.S. housing market as we will discuss the implications of rising rates to the housing recovery and home prices. We will also cover what is driving the move in rates, other factors that influence home buying and more. Featured is Jon Woloshin, CIO-A Head of Americas Equities, 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.
The Washington Weekly podcast is an in depth look at what's happening in the Beltway and beyond. Today, Shane Lieberman, from the UBS US Office of Public Policy, discusses notable geopolitical developments – spanning Iran to North Korea, recent primary election outcomes, expectations for the November mid-term elections and CIA Director Nominee Gina Haspel's confirmation hearings. 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. We will recap this week's key events, including notable geopolitical developments, movements within treasury yields and currencies and more – plus, preview what we can expect in the week ahead. Our featured guest from the UBS Chief Investment Office is Head of Asset Allocation Americas, Jason Draho 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.
Volatility has returned to financial markets after, what our guest today calls, an abnormally calm 2017, but he doesn't believe a pickup in volatility means the end of the bull market. So what does it mean and what does he recommend to you today? Find out when we sit down with Jason Draho, Head of Tactical Asset Allocation Americas for 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 it is a conversation on fixed income. We'll examine whether or not we are on the cusp of a bond bear market. We will also cover what's driving the moves in the 10-Year Treasury yield, our current fixed income outlook and where opportunities exist. Today's guest are Leslie Falconio, Senior Fixed Income Strategist and Investment Strategist Justin Waring 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.