UBS On-Air

Ann Rybak, Head of Family Office Solutions Group, is joined by Ann Bjerke, Head of Advanced Planning, to discuss estate planning trends and best practices she has seen as a result of the COVID-19 pandemic, as well as the tax policy implications of the upcoming U.S. Presidential Election. Ann Bjerke shares her thoughts on likely tax policies under either a Biden presidency or a re-elected Trump administration, what estate planning considerations should be explored before year-end and more. As a reminder, UBS does not provide tax or legal advice, and clients should consult their tax advisors for their tax planning needs.

Wherever you turn today, there are central bankers. ECB President Lagarde and (perhaps more important) ECB Chief Economist Lane speak. Fed Chair Powell and some economically qualified Fed members speak. Amid the noise, it may be time to start questioning the truth about inflation, and central bank policy.

As Election Day draws closer, we examine whether markets are beginning to price in a political shift in Washington and what that means for CIO?s longer-term market outlook. Plus, we preview the 3Q20 reporting season and discuss the status of further fiscal stimulus relief. Featured is Jason Draho, Head of Asset Allocations Americas, UBS Chief Investment Office. Host: Daniel Cassidy

US President Trump tweeted support for fiscal stimulus over the weekend, which may argue for a more generous package. However, so many Republican senators have contracted the virus that the Senate will not be voting on anything for two weeks. The delay may allow fear to increase in the economy, as consumers are only likely to be reassured about the consequences of unemployment when stimulus money is in their bank accounts.

It?s jobs Friday and the final employment report before election day, so we spend some time reflecting on the data, as well as some other notable economic indicators from the past week. We also touch on the some developments from within the beltway and what to expect in the week ahead. Featured is Brian Rose, Senior Economist Americas, UBS Chief Investment Office. 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 reflections from the first Presidential debate and voter feedback, the status of further COVID-19 relief measures, the implications of President Trump?s contraction of COVID-19 and more. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy

In this podcast, learn how an Advisory Solutions at UBS can be beneficial to how you invest your wealth. Today's guests: Joseph D'Amico, Head, Advisory Consulting and Thomas Kelleher, Head, Advisory Investment Group. Host: Anthony Pastore.

The US employment report will be closely watched. The US and other economies have experienced a faster improvement in employment than many economic models would have predicted. We have not had a normal economic cycle -- the faster economic bounce-back meant many firms wanted workers back at work more quickly.

This conversation showcases the UBS House View recommendations versus those of our colleagues from partner asset manager firms. We also touch on timely macro developments and discuss how global markets and asset classes are being impacted. Featured are Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office, and Matt McLennan, Head of the Global Value Team for First Eagle Investment Management. Matt is also a member of the UBS Research Advisory Board. Host: Daniel Cassidy

Mark Haefele, Global Chief Investment Officer, hosted CIO speakers from around the world to highlight why we are positive on markets, how portfolios should be positioned, how to take advantage of volatility, and where to find yield.

A special edition of our monthly House View client call: CIO experts partake in four short conversations -- on technology, healthcare, real estate, and sustainable investing. Host: Anthony Pastore.

The healthcare sector has remained front and center throughout 2020 as the world continues to combat the COVID-19 pandemic and race towards a vaccine. Today we take a look at recent developments within the sector, including the factors behind performance, notable risks, how to think about positioning and more. Featured is Eric Potoker, Healthcare Analyst Americas, UBS Chief Investment Office. Host Daniel Cassidy

Hopes for a fiscal stimulus package have risen a little in the US, with US Speaker Pelosi and US Treasury Secretary Mnuchin holding talks. However, the polarized nature of politics in the US does raise questions about how easy it will be to do a deal. Expectations are focused on a fiscal package by January, after the election.

As we make our way closer and closer to election day, we consider the many factors that might influence how we choose to vote. Today we focus in on Cannabis, which will indeed have a presence on the 2020 ballot. My guests discuss what's at stake for the cannabis industry with this election cycle, what the cannabis market looks like today here in the US and what the future might have in store. Featured are Rob Samuels, Consumer Analyst Americas, as well as Jeannine Lennon, Municipal Credit Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

The US presidential election on November 3rd is getting closer every day and according to a recent UBS survey, many of you consider that your top concern. With just over 30 days left, there are lots of questions ahead. What are the top issues for voters, which candidate will better handle those issues, how might taxes be impacted, what happens in the likelihood of a contested election? Today's guests: Alicia Curry, Global Head of Thought Leadership within the UBS Client Strategy Office and Tom McLoughlin, Head of Fixed Income Americas for the UBS Chief investment Office. Host: Anthony Pastore.