UBS On-Air show

UBS On-Air

Summary: Top of the morning - UBS On-Air

Podcasts:

 Top of the Morning: Should you harvest capital gains at today's rate? | File Type: audio/mpeg | Duration: 13:42

Today we revisit our conversation on US tax policy and discuss how the election outcome might influence how investors handle their capital gains and some options to consider. Featured are Dan Scansaroli, Head of Portfolio Strategy Americas, and Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

 UBS On-Air: Paul Donovan Daily Audio 'Government shutdowns and virus shutdowns' | File Type: audio/mpeg | Duration: 04:27

US Senate Leader McConnell has proposed 12 bills that will avoid that most popular of US pastimes, shutting down the government. The bills come loaded with other policies unrelated to fiscal matters, as always. Markets have become quite numb to the periodic shutdown dramas over the years. The focus for investors is additional fiscal stimulus.

 UBS On-Air: 'UBS CIO Investor Forum Podcast' | File Type: audio/mpeg | Duration: 11:36

Kiran Ganesh, Global Head of Investment Communications GWM, was joined by Daniel P. Farley, CIO Investment Solutions Group at SSGA, to discuss the US Elections, its short- and long-term impact and what it means for investors globally. * UBS Financial Services and SSGA are not affiliated.

 UBS On-Air: 'CIO Livestream Podcast' | File Type: audio/mpeg | Duration: 30:39

In this latest CIO livestream titled "Investment implications of a Biden administration", Mark Haefele (global Chief Investment Officer) hosted CIO speakers from around the world to discuss the election, the current situation and the investment implications of a Biden administration.

 Top of the Morning: Factor Investing 101 - Everything you need to know | File Type: audio/mpeg | Duration: 12:55

Today we turn our focus to the concept of factor investing and discuss everything you need to know, including objectives, investment considerations and more. Featured is David Perlman, ETF Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

 UBS On-Air: Paul Donovan Daily Audio 'Episode IV - A New Hope' | File Type: audio/mpeg | Duration: 05:16

The economic damage of the pandemic has been about fear of the virus, not the virus itself. News of a possible vaccine reduces fear for consumers and some firms. Consumers may feel able to reduce precautionary savings if there is a credible hope of economic normalisation in 2021.

 Washington Weekly Podcast: President-elect Biden's message to the nation and the road ahead | File Type: audio/mpeg | Duration: 19:05

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 the road ahead for both President-elect Biden and President Trump, where we stand on the composition of Congress and more. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy

 UBS On-Air: 'What We Know Now: Election 2020 and COVID vaccine' | File Type: audio/mpeg | Duration: 24:32

Over this past weekend, there were two significant events. First, multiple news outlets called for a win by former VP Joe Biden after projecting he would secure more than the 270 electoral votes needed to become the next President of the United States. Then, a vaccine for COVID-19 showed a 90% efficacy rate. Today, we'll discuss what's next. When will the vaccine be widely available? When will we know that it's safe? On the election front, can the court challenges from the Trump administration affect the outcome? Is there potential for a battle for control of the Senate with runoff elections still to come? Today's guests: Eric Potoker, Healthcare Analyst, Tom McLoughlin, Head of Fixed Income Americas, Laura Kane, Head of Thematics and David Lefkowitz, Head of Equities Americas. Host: Anthony Pastore.

 Top of the Morning: CIO Strategy Snapshot - Clarity achieved: US election and COVID-19 vaccine | File Type: audio/mpeg | Duration: 20:31

Much to discuss on this Monday morning as the markets appeared to have received some clarity on a couple of notable unknowns that have been with us for quite some time. This morning we break down for you everything you need to know, spanning Washington to the COVID-19 vaccine, where the markets might be headed from here and how to position your portfolio according. Featured is Jason Draho, Head of Asset Allocation Americas, with the UBS Chief Investment Office. Host: Daniel Cassidy

 UBS On-Air: Paul Donovan Daily Audio 'Changes in the US political landscape' | File Type: audio/mpeg | Duration: 04:16

With the major television networks and leaders of the world's main democracies acknowledging US President-elect Biden, financial markets are pricing this in. It is unlikely that investors will consider court challenges a source of uncertainty as to the outcome.

 UBS On-Air: Washington Weekly Podcast - The knowns, unknowns and the road ahead | File Type: audio/mpeg | Duration: 18:27

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 what we know, what we don?t know and where we might go from here with respect to the Presidential race, the composition of Congress and the prospects for further fiscal stimulus before year-end. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy

 Top of the Morning: The week in review and preview | File Type: audio/mpeg | Duration: 12:43

As we wrap up an eventful week, we discuss the latest employment data, the state of the Presidential election, and preview the week to come. Featured is Brian Rose, Senior Economist Americas, UBS Chief Investment Office. Host: Griffin Marie

 UBS On-Air: Paul Donovan Daily Audio 'Masterful inactivity in the US' | File Type: audio/mpeg | Duration: 03:51

The US Federal Reserve has been taking lessons from the ECB in the art of masterful inactivity. Nine words were changed in yesterday's statement (not including the date, which was also changed). The press conference signalled nothing new, at some length. Markets need not have bothered paying any attention to proceedings.

 UBS On-Air: 'House View Live - Post-Election deep dive on US markets' | File Type: audio/mpeg | Duration: 45:33

On this House View Live podcast, we discuss the latest information on the US Election and the potential outcome's impact on markets, investing, portfolio construction, fiscal stimulus, policy and more. Guests: Solita Marcelli, Chief Investment Officer Americas, David Lefkowitz, CFA, Head of Equities Americas and Tom McLoughlin, Head of Fixed Income Americas. Host: Anthony Pastore. For more information, please visit ubs.com/electionwatch.

 Top of the Morning: A look at the post-COVID consumer | File Type: audio/mpeg | Duration: 14:56

Today we revisit the state of the US consumer, and talk about trends and behaviors are continuing to be influenced and altered by the COVID-19, including those that might remain with us for the long-term. Featured is Rob Samuels, Consumer Analyst Americas, with the UBS Chief Investment Office. Host: Daniel Cassidy

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