UBS On-Air

While neither candidate can authoritatively declare victory, markets appear to expect former US Vice President Biden to become US president-elect, with a Republican Senate and a Democrat House. If this scenario unfolds, the election produces four issues for markets.

Mark Haefele, Global CIO, hosted UBS Chief Investment Office speakers from around the world to discuss our reaction to the 2020 US Presidential Election results and how we expect the outcome to affect domestic and international markets.

Election Day might be behind us, however the race for the White House is far from over. Today we break down the results that we do know, including those of some key Congressional races, discuss what the path to 270 might look like for the Presidential candidates, what this all means for your portfolio and more. Featured are Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy, and Tom McLoughlin, Head of Fixed Income Americas, UBS Chief Investment Office. Host: Daniel Cassidy

There will be a delay before the US election outcomes are known. Pennsylvania may take a couple of days to give its presidential result (because why hurry?), and of course lawyers are getting involved. The composition of the Senate may not be known until the end of today. Markets are likely to focus on actual votes, and actual law suits, rather than on announcements from either candidate.

Today we turn our focus back to sustainable investing and discuss what potential election outcomes might mean for the continued evolution of ESG, and sustainability-linked investment themes, along with some recent developments in the space. Featured is Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Most US voters will not vote today. The number of early votes cast is the equivalent of over 70% of the 2016 total vote. Even with a higher turnout, many US voters still will not vote. Markets have a complicated relationship with politics. Politicians are unpredictable (which markets do not like) and focus on issues which markets do not consider (though they should).

The British government has politely asked the coronavirus not to go anywhere before Thursday, when new restrictions will be put in place. France meanwhile has banned the sale of books in stores (of some economic importance when there might be some major book launches taking place in the world this Friday).

As we gear up for what should sure be an eventful week, we also take a step back to reflect on what contributed to what was a challenging prior week in the markets. My guest also speaks to how markets might respond to a variety of potential outcomes on Election Day, and how to prepare your portfolios accordingly. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Today we recap the week that was and discuss the volatility in U.S. equity markets, as well as reflect on recent developments and performance within Yield and Income markets. Featured is Frank Sileo, Senior Fixed Income Strategist Americas, UBS Chief Investment Office. Host: Griffin Marie

US third quarter GDP was at the top end of the forecast range. French third quarter GDP beat the most optimistic forecast. German and Euro area third quarter GDP will be released. All of these numbers will be revised (a lot). The numbers will probably be revised higher too?statisticians have tended to be too pessimistic when guessing missing GDP components.

In this podcast, we speak with UBS Asset Management?s Healthcare and Biotech portfolio manager, Matt Konosky, and equity investment specialist, Tom Digenan, on COVID and the race for a vaccine. When should we expect to see a vaccine and some semblance of normalcy? When will we know the vaccines are safe? What?s UBS Asset Management?s outlook on the Healthcare and Biotech sectors? Host: Daniel Cassidy

We check in with the UBS US Office of Public Policy to discuss the latest developments within the beltway and beyond. Our conversation today touches on where the Presidential candidates are campaigning this week and why, the latest polling data, including that of key Senate races, the resurgence of COVID-19 and how governments are responding and more. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy

Today we turn our focus back to the emerging markets and reflect on performance trends over what has been a challenging year for many asset classes, the potential impact of the quickly approaching US election, what the year ahead might have in store for the emerging markets and more. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

The problem with the word "lockdown" is that it means whatever you want it to mean. Germany is in "lockdown", but you can go to school, go to work, go shopping, or get your haircut (hypothetically, in my case). Just do not go to a bar. France is in "lockdown"?you need a permit to leave home, but can go to school, work or visit an old peoples' home.

2020 has been a challenging year in many respects, including for the US energy sector. Today we break-down the factors behind sector performance, what a path forward looks like and how you should think about positioning within the space in light of the many unknowns ahead. Featured are Nicki Decker, Energy Analyst Americas, and Jay Dobson, MLP and Energy Infrastructure Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy