Top of the Morning – UBS Wealth Management Research
Summary: Top UBS strategists offer analysis and investment guidance on each day’s most critical economic, political and market developments.
Podcasts:
A discussion on what has driven performance within the Information Technology sector, notable headwinds and risks associated with the space, investment themes and opportunities.
We discuss the performance drivers behind today's market activity as well as portfolio positioning in light of the current market environment – featured is David Lefkowitz, Senior Equity Strategist, UBS Wealth Management Chief Investment Office, Americas
Today we turn our focus to the latest UBS House View as we will discuss what has driven the trading pattern we have witnessed thus far in 2018 and which directions markets may move in from here. We will also discuss asset allocation and more.
The Washington Weekly podcast is an in depth look at what's happening in the Beltway and beyond. Today, Shane Lieberman, from the UBS US Office of Public Policy, discusses the latest news out of DC: Trump's relations with North and South Korea, the Iran Nuclear deal, NAFTA negotiations, the proposed SEC Best Interest Standard and continued tariff/trade war rhetoric. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC
It's Friday morning and that means it's time for the week in review and preview. Brian Rose, the UBS Chief Investment Office, Senior Economist, will recap this week's key events including commentary from Fed officials, economic data and developments surrounding trade, Plus, we will preview what we can expect in the week ahead.
The latest Municipal Market Guide has been released, and in it, the team discusses one of the hottest topics in the markets today – ESG investing. How does that fit into the framework of muni bonds? Also, with the recent bout of volatility, how have munis fared? All this and more as we sit down with Senior Municipal Bond Strategist, Kathleen McNamara.
The Q1 earnings season has begun – today we will discuss overall expectations for the reporting season, the ongoing market volatility and its impact on equity market performance, plus we will cover CIO's outlook for global equities.
Today we turn our focus back to trade as we will examine the progress being made on negotiations between the U.S. and China. We will also discuss possible next-steps, implications and what it all means for the markets and your portfolio.
The Washington Weekly podcast is an in depth look at what's happening in the Beltway and beyond. Today, Shane Lieberman, from the UBS US Office of Public Policy, discusses the news out of DC this week: chemical attacks in Syria, Mark Zuckerberg on Capitol Hill, the resignation of Speaker of the House Paul Ryan and more. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.
In this podcast, Brie Williams, Vice President of State Street Global Advisors and the Head of Practice Management, discusses the risks associated with financial fraud and abuse and tackles a few hard-hitting questions… How can you protect yourself and loved ones from being victims? Who is being targeted? How can you educate seniors on this topic? What should you do if you are a victim of a scam? As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. * SSGA Sources: Financial Industry Regulatory Authority, Securities and Exchange Commission National Senior Investor Initiative, as of 2015. Financial Industry Regulatory Authority Regulatory Notice 17-11, Financial Exploitation of Seniors, effective 2/5/2018. State Street Global Advisors, Taking Control: Perceptions and Behaviors Related to Cognitive Decline and Financial Decision Making, as of 2015. US Census Bureau; Federal Reserve Survey of Consumer Finances; calculated with mean net worth by age.
It's Friday morning and that means it's time for the week in review and preview. We will recap this week's key market moving events – including ongoing trade developments and renewed geopolitical tensions – plus, discuss recent fixed income performance and what we can expect in the week ahead.
Today we turn our focus to our modern retirement monthly publication as we examine how investors can better estimate their expenses when considering retirement. We will discuss how financial planning for retired life works best in stages of preparation and how you can best implement for those stages.
Today we turn our focus to energy as we examine how oil markets have performed thus far in 2018 and what's behind CIO's revised oil price forecast. We will also preview energy earnings for Q1 and where opportunities exist for energy investors.
Today we turn our focus back to fixed income as we take a look back at Q1 performance, examine what Q2 has in store for the asset class, discuss investor sentiment and portfolio positioning.
Today we turn our focus to recent market performance as we examine the drivers behind continued volatility, plus thoughts on the week ahead and how you should position your portfolios at this time.
