UBS On-Air

This podcast tackles a topic that impacts almost everyone of us. Dementia has affected millions around the world and inevitably has likely had an impact on your family, friends and loved ones in one way or another. Brain expert, Dr. Marc Milstein, who specializes in cutting-edge brain science in dementia and Alzheimer's will answer some of the most frequently asked questions when it comes to brain health. He shares how the latest scientific research is providing us with clear strategies to keep your brain healthy and functioning at its optimal level. Host: Anthony Pastore

Today we reflect on yield and income sector performance drivers over the past year, how the space has performed against the recent market backdrop, what the year ahead might have in store and more. Featured is Frank Sileo, Senior Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

The interminably tedious US fiscal discussions continue to be tedious and interminable. US Treasury Secretary Mnuchin has proposed a weirdly specific USD 916bn package. The US economy will slow from the third quarter bounceback, but if a fiscal package raises unemployment benefits, precautionary savings may be spent?limiting how much activity slows.

Mark Haefele, Chief Investment Officer UBS GWM, is joined by Bill Maldonado, HSBC Global Asset Management CIO Equities and the CIO for Asia-Pacific, to discuss long term expectations and investment opportunities.

Japan's economy grew strongly in the third quarter (which was not a surprise). The growth was close to the highest forecasts in the forecast range, which should also not be a surprise. Across all major economies, the economic bounceback came earlier and was stronger than markets had expected.

As we embark on a new week we take notice of how risk assets have reached record territory, despite unknowns surrounding the prospects for further fiscal relief out of Washington and rising nationwide COVID-19 case counts. Today we discuss how to think about positioning in light of those unknowns and current valuations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Reports suggest members of the US Congress may agree to propose the weirdly precise USD 908bn fiscal stimulus package today. The rapid rise in the number of virus cases and the slower rise in the level of employment have added some urgency. The headline number is not something to focus on, as some spending (e.g., unemployment benefit) will be rough estimates.

We check in with the UBS US Office of Public Policy to discuss the latest developments within the beltway and beyond. Our conversation today will focus on where we stand with respect to further COVID fiscal relief measures, how State governments are responding to the resurgence of cases, plans for vaccine distribution, the Georgia Senate run-offs and more. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy

Today we recap the week that was, including a breakdown of the November Jobs Report, takeaways from the Fed?s Beige Book, along with a look at some notable testimony on Capitol Hill and where we stand on further COVID relief stimulus. Featured is Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

The interminably tedious EU-UK divorce has predictably reached the foot-stamping stage. UK Prime Minister Johnson and French President Macron are now (metaphorically) slapping each other around the face with wet mackerels. This is still not the last possible moment for a deal to be done, so a deal is unlikely to be done yet.

What does the outcome of the 2020 election mean for the prospects of significant tax changes in 2021? We discuss what and what not to expect, along with how to determine the right approach to planning. Featured are Justin Waring, Investment Strategist Americas, and Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office, as well as Brad Dillon, Senior Wealth Strategist, UBS Advanced Planning.

The pandemic has put a big strain on families, especially homes with children. Rosalind Wiseman, the New York Times best-selling author of The Distance Learning Playbook for Parents is back to offer parents advice on supporting the social, emotional, and educational needs of our children during the these constantly changing times. This podcast is set to answer some pending questions that parents have on dealing with anxiety, screen time and politics. To view the first two parts of this series and for more UBS resources for parents, you can go to www.ubs.com/resilient-children. Host: Anthony Pastore.

US politicians are talking about using the weirdly precise USD 908bn fiscal proposal as a basis for a compromise package. This would be more about stabilizing than stimulating the economy, but increasing the unemployment benefit reduces the fear of people in work and encourages them to spend the savings accumulated during lockdowns. Aside from the difficulties of getting a deal through Congress, there is uncertainty about whether US President Trump would sign the bill. (Overnight US President Trump threatened, by tweet, to veto the defense bill.)

Today we continue our series of year ahead conversations and focus in on the emerging markets, including the role this asset class will play in an ever-changing environment, along with trends expect in years to come. Featured is Alejo Czerwonko, Chief Investment Officer for the Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

There has been a flurry of activity around a US fiscal stimulus, with a bipartisan group of senators suggesting a rather precise USD 908bn package. The headline number is more spin than substance?the actual cost will depend on how many Americans are out of work. It is not clear that this can pass before Congress goes on holiday.