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:
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 – spanning geopolitics to monetary policy. Plus, though on recent performance of the yield and income markets and what we can expect in week ahead.
Mike Ryan explains how we got to where we are today, what the tariffs mean and what they target, possible responses from China, investment implications and where we go from here.
What did the Fed have to say? Today my guest will answer that question for us by highlighting the key takeaways from this week's highly anticipated FOMC policy meeting. We will also cover what CIO's expectations are for monetary policy in 2018 and more.
Today we turn our focus to technology as we will examine the drivers behind recent performance within the sector. We will also cover technology-related investment themes, an outlook on the sector and more.
Trade Policy under Trump: Why is it important? Where is it headed next after tariffs on steel and aluminum? What is the agenda's political impact? What is the expected market impact from this activity? And more. Speakers: John Savercool, USOPP, moderator, John Murphy, Senior Vice President for International Policy, US Chamber of Commerce, Mike Ryan, UBS WM Chief Investment Officer (Americas) and John Veroneau, Covington & Burling LLP (former Deputy USTR)
Today we turn our focus to MLPs as we examine a ruling announced last week by a government agency which poses notable implications to the space. We will cover what the ruling was, the next steps, and outlook for MLPs and where opportunity exists in the current environment.
Today we turn our focus to Millennials as we examine common misconceptions associated with the generation when it comes to lifestyle and investing. We will clarify what is true and what is not, how Millennials go about saving relative to other generations and more.
It's Friday morning and that means it's time for the week in review and preview. We will examine this week's key market moving events, including additional shake-ups within the White House, developments surrounding trade and key inflation data. Plus we will preview what you can expect in the week ahead and review CIO's current asset allocation.
Today we turn our focus to the consumer as we will examine recent trends and performance within retail, implications amid recently announced tariffs and where opportunities exist within the space.
Today we turn our focus to municipal markets as we examine how the asset class fared during the recent stretch of market volatility. We will also cover what is behind the decline in new issuance, opportunities and more.
Today we turn our focus back to fixed income as we examine the current sentiment amongst fixed income investors and how we got to where we are today. We will also cover how the asset class has historically performed during times of rising rates and how fixed income investors should position their portfolios in the current environment.
Today we turn our focus to CIO's Modern Retirement Monthly publication and examine how the probability of success can be used to measure the viability of one's retirement plan.
On this new podcast, we explore the latest news from Washington DC and beyond. On today's edition, Shane Lieberman from the UBS Office of Public Policy in Washington, DC, discusses the tariffs on steel and aluminum, the resignation of Gary Cohn, other White House departures, potential candidates to fill those positions and the latest on the Robert Mueller investigations.
This past week delivered numerous economic data points and developments which peaked the interest of investors – spanning a key departure from the West Wing, to a highly anticipated labor report, to the implementation of tariffs on imports of steel and aluminum. Brian Rose, Senior Economist from the UBS Chief Investment Office, breaks it all down for us and previews what we can expect in the week ahead.
It's Friday morning and that means it's time for the week in review and preview. We will examine this week's key markets moving events, including headlines surrounding trade, a key White House departure and more. Plus, we will preview what we can expect in the week ahead.
