UBS On-Air

Financial markets are still nervous about rising pandemic case numbers. The concern is that fear of the virus increases among policy makers or the public. Policy makers and restrictions are probably the biggest concern?Scotland is the latest area to join the cult of Buffy the Vampire Slayer, proposing five tiers of restrictions including limits on eating outside after dark.

As this pandemic period has resulted in many of us spending more time in our homes, many of us have come to realize the perhaps endless list of improvements that can be made, whether be it out of necessity or purely for the pleasure of remodeling. Today we explore how the home improvement industry has fared over these past months, and which demographic might drive further demand and bust out those paint brushes. Featured is Rob Samuels, Consumer Analyst Americas, with the UBS Chief Investment Office. Host: Daniel Cassidy

Election Day is just a week away and from the vantage points of many investors, the outcome, along with its? implications to the direction of policy and the behavior of financial markets remains a chief concern. We discuss the recent findings of the UBS investor sentiment survey, the prospects for a contested election, the latest polling data and more. Featured are Alicia Curry, Global Head of Though Leadership, UBS Client Strategy Office, and Tom McLoughlin, Head of Fixed Income Americas, UBS Chief Investment Office. Host: Daniel Cassidy. This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not fully reflect the views of CIO GWM.

Over the past forty years, the economic crises that the world has faced have been easily dealt with by central banks. This is because most economic crises came down to a cost of credit or the amount of liquidity, and central banks exist to manage both of those things.

Mark Haefele, Global CIO, hosted UBS Chief Investment Office speakers from around the world to highlight how we expect events in the US to shape the outlook for markets, and ways that investors can position for the next phase of the recovery.

A discussion on the potential changes to US tax policy and how to prepare your retirement and estate plans accordingly. Featured are Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office, and Matt Sommer, Senior Managing Director with the Retirement Strategy Group, Janus Henderson Investors. Host: Daniel Cassidy

With the 2020 election only 8 days away, we discuss how investors should position themselves for the uncertainties ahead, including which economic sectors stand to benefit from varying election scenarios, what to do in the event of a delayed outcome, and more. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Griffin Marie

The US Brexit-wannabe of fiscal talks has continued, and failed to reach a conclusion. Markets seem to have moved on from speculating about near-term assistance and are content to focus on what might happen in January 2021. Instead, conflicting news about the pandemic seems to be the market focus.

On today's podcast, Shane Lieberman, from the UBS US Office of Public Policy, reviews the final presidential debate, the legislative agenda on fiscal stimulus, the confirmation of Amy Coney Barrett to the Supreme Court and expectations for the final 10 days of what has been an historic campaign. Host: Griffin Marie.

David Lefkowitz, CIO Head of Equities, joins to provide a high-level overview of third-quarter earnings season and the response from U.S markets. Also discussed is the upcoming election and a preview of next week's markets. Host: Griffin Marie

The US presidential debate offered no new policy initiatives. In a polarized country, with over 47 million votes cast and very few undecided voters (according to opinion polls), it would be astonishing if the performances changed anyone's voting decision. Thus, from a financial market perspective, the whole thing was irrelevant.

To the surprise of absolutely no one on the planet, the interminably tedious EU-UK divorce continues with more talks today. There will not be a deal yet. In a tradition stretching back generations, the EU can only do deals at the last possible minute. The last possible minute is probably sometime in November.

Today we continue our series of estate planning conversations, and focus in on the considerations and steps to take when it comes to planning for children, from the point of infancy, all the way up to children in their college years. Featured is Premini Scandurra, Associate Wealth Strategist, UBS Advanced Planning. Host: Daniel Cassidy

As the election quickly approaches, we explore what is on the minds of muni investors and what recent issuance demand trends are pointing to. We also touch on the implications of migration trends across the United States, muni-related portfolio themes and more. Featured is Kathleen McNamara, Senior Municipal Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

US politicians have been casting admiring glances across the Atlantic, and have decided to imitate the politics of the interminably tedious EU-UK divorce process. In the US, it is the fiscal negotiations that are interminably tedious. Just as with the EU-UK, absolutely final deadlines have been broken. Just as with the EU-UK, it is in everyone's economic interests for a deal to be done. But just as with the EU-UK, politics keeps getting in the way.