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:
Thoughts on the performance drivers behind today's market selloff, views on U.S. economic and corporate fundamentals, what CIO is watching out for in the week ahead – including earnings season kickoff and inflation data – and portfolio positioning.
In this podcast, Laura Kane, Head of Thematic Investing for UBS Chief Investment Office, Carey Shuffman, Manager of Women's Segment Strategy for WM USA and Brie Williams, Vice President of State Street Global Advisors and the Head of Practice Management, have an open discussion about women and finance. What are the financial differences between men and women? What challenges do women face? Why is it a good idea to work with a financial advisor? What are financially successful women doing right? All of this 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. * UBS Sources: 2017 US Census Data; UBS Couples Research. Feb 2017; UBS Widows & Divorcees Research, August 2017; * SSGA Sources: Daisy Maxey, “Where are the Female Fund Managers?” The Wall Street Journal, July 6, 2015; Alpha, Beta, and Now…Gamma, Morningstar Research, 2013; Annamaria Lusardi, Pierre-Carl Michaud and Olivia S. Mitchell, “Optimal Financial Knowledge and Wealth Inequality,” NBER Working Paper No. 18669, January 2013
It's Friday morning and that means it's time for the week in review and preview. My guest will recap this week's key market moving events – including what's driving continued market volatility – plus, preview what we can expect in the week ahead.
UBS House View Monthly Client Call: Tumble Due To New Tariffs? with Mike Ryan, Chief Investment Officer Americas, UBS Wealth Management CIO
Today we examine the fast growing community of eSports and opportunities within.
Today we turn our focus to the ongoing trade tensions between the U.S. and China. Overnight, China announced additional measures aimed towards the U.S. which have sent global equity markets lower. My guest will break it all down for us, speak to next steps and portfolio positioning.
Today we turn our focus to fixed income as we examine how the asset class has fared during the recent stretch of market volatility. We will also discuss why loans have recently been outperforming high yield bonds and opportunities within fixed income in this current market environment.
The media landscape is changing a lot faster than you may think. My guest today will speak to what the changes are, what they mean and where opportunities currently exist.
Thoughts on recent market performance drivers, why CIO remains constructive on U.S. economic and corporate fundamentals, portfolio positioning and more. Featured is David Lefkowitz, Senior Equity Strategist with the UBS Chief Investment Office, Americas.
It's Thursday morning and on this shortened holiday week that means it's time for the week in review and preview. We will examine the key drivers behind this week's market volatility, review economic data points and more. Plus, thoughts on where opportunities within equities currently exist and what you can expect in the week ahead.
On today's podcast, Art Cashin, Director of Floor Operations at the NYSE for UBS, discussed the latest round of volatility, the wild moves in tech (what's going on with the 'FANG' stocks?), a preview of next week and what investors should and should not do during periods of uncertainty.
Today we continue our conversation on financial regulatory reform as we examine recent developments – spanning legislation to the appointment of a top bank regulator – we will discuss what all this means for the banking sector and where opportunities within the sector exist.
Today we turn our focus to housing as we examine the implications of rising interest rates to the housing recovery. We will also cover how the housing market varies based on geography, expectations for the spring selling season and more.
Today we turn our focus to the UBS House View as we examine recent and upcoming changes to U.S. trade policy. We will cover the pros and cons of these changes, what they consist of and how markets have been responding. Plus, a look at CIO's tactical asset allocation.
On today's podcast, Art Cashin, Director of Floor Operations at the NYSE for UBS, discussed the latest action in the markets: Follow up from the Fed meeting, continued declines in stocks, tariffs and retaliations, the government shutdown avoidance, Facebook fallout and highlights for next week.
