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:
Today we turn our focus to upcoming equity sector index changes – covering what the changes are, the implications they carry, actions investors should take and more. Featured is Equity Strategist Americas for the UBS Chief Investment Office, Ed Tran. 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
Every day, wealthy investors make spending, philanthropic and even career decisions to help make the world a better place. But when it comes to investing, few investors act with the same sense of purpose --- yet. Today we will dig deeper into this topic by examining the latest UBS Investor Watch survey and its findings. Featured is Executive Director from the UBS Client Strategy Office, Alicia Curry. 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
Trade continues to be top of mind for many investors – today we discuss where US/China trade relations currently stand. We will also cover how the markets have been responding to the latest developments, who from within the Trump administration is influencing the approach on trade and more. Featured is Justin Waring, Investment Strategist 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.
In a special UBS On-Air interview, explorer and environmentalist Rob Swan speaks about his record-setting expeditions to the North and South Poles, his harrowing journey to the South Pole with his son last winter, and how impact investing can help drive transformational change. This podcast is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. The views and opinions expressed may not be those of UBS Financial Services Inc. UBS Financial Services Inc. does not verify and does not guarantee the accuracy or completeness of the information presented. In providing wealth management services to clients, we offer both investment advisory and brokerage services which are separate and distinct and differ in material ways. For information, including the different laws and contracts that govern, visit ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.
Each week, Art Cashin, the Director of Floor Operations at the NYSE for UBS, discusses the latest news and events impacting the markets. This week: trade negotiations, inflation, the Fed's direction on monetary policy, the Beige Book, potential impact of mid-term elections in the US and the week ahead. 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.
Shane Lieberman, from the UBS US Office of Public Policy, joins the podcast to discuss the latest news out of the beltway and beyond. 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. My guest will recap this week's events, including updates on trade and economic indicators. Plus, preview what we can expect in the week ahead. Featured is Equity Strategist Americas for the UBS Chief Investment Office, Ed Tran. 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 latest Modern Retirement Monthly publication and examine the concept of sequence risk for retirees. Our conversation will focus on considerations for retirees, the implications to portfolio performance and how to mitigate sequence risk. Featured is Investment Strategist Americas for the UBS Chief Investment Office, Jeff LeForge. 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 fixed income as we will examine an overlooked asset class that tends to enhance both yield and total return to a portfolio - taxable municipal securities. Plus, we'll see what's been driving the US treasury market and how fixed income investors should be positioned at this time, with Leslie Falconio, Senior Fixed Income Strategist 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 we turn our focus to the retailers as we will examine industry trends, recent earnings performance and where opportunities exist within the space. We will also cover the back-to-school shopping season … and yes, preview what the holidays may have in store for the retailers. Featured is Consumer Discretionary Sector Strategist Americas for the UBS Chief Investment Office, Rob Samuels. 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.
Each week, Art Cashin, the Director of Floor Operations at the NYSE for UBS, discusses the latest news and events impacting the markets. This week: ongoing trade negotiations with China and Canada, the rout in and potential spread of contagion from Emerging Markets, Twitter and Facebook Congressional hearings and his thoughts on what's ahead for the rest of 2018. 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.
Shane Lieberman, from the UBS US Office of Public Policy, joins the podcast to discuss the latest news out of the beltway and beyond. Today, we discuss Supreme Court Justice nominee Brett Kavanaugh's confirmation hearings, trade negotiations with China and Canada, Facebook and Twitter Congressional testimony, Massachusetts State Primaries and the road to the mid-terms. 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' time for the week in review and preview. We will recap this week's key event – including the August Employment report. We will also cover the latest Yield & Income report and what you can expect in the week ahead. Featured is Senior Fixed Income Strategist Americas for the UBS Chief Investment Office, Frank Sileo. 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 House View Monthly Client Call. Features a conversation on the September UBS House View: 'Wasting assets', and the Election Watch 2018: 'Do mid-terms matter?' with Jason Draho, Head of Asset Allocation Americas, UBS Global Wealth Management. 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 September UBS House View has been released – today we will discuss the implications of ongoing trade tensions to China's economy, how China's economic challenges may impact global markets and more. Plus, a look at other catalysts that may move markets and portfolio positioning ideas. Featured is Head of Asset Allocation Americas for the UBS Chief Investment Office, 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. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.