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:
Tax season is upon us and with it comes a lot of paperwork, appointments with accountants and gathering of receipts. What you may not realize that it is also a very popular time for potential scams where you could be a target of a cyber-criminal. Listen to this podcast to learn the do's and don'ts and hear some valuable tips on how to protect yourself and your loved ones.
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 like, what's behind the spike in Treasury Yields, where we are in earnings and thoughts on the January FOMC meeting minutes. PLUS, we'll discuss what you can expect in the week ahead.
Today we turn our focus to fixed income as we will examine the latest Municipal Market Guide which focuses on the Trump administration's recently released infrastructure spending plan. We will cover the implications of the plan to the muni markets, plus highlight some muni-related portfolio themes and opportunities within the asset class.
We are joined by Invesco for a conversation about women and investing; in particular a unique program that Invesco and UBS collaborate on to offer for investors called “Your Prosperity Picture.” Featured speaker: Lisa Kueng, Director of Creative Campaigns for Invesco
Roughly half the world's population will watch at least a portion of the 2018 Olympic Winter Games. While most spectators will be focused on catching a glimpse of the world's best athletes breaking records, a number of the breathtaking "firsts" witnessed will not be athletic victories but technological ones. Robots, drones, autonomous vehicles, VR and 5G are all being used in PyeongChang. Today, we'll talk about this tech and how it fits into the UBS Longer Term Investment Themes.
Today we turn our focus back to the energy space as we examine the third installment of the Our energy future publication series which poses the question If we build the supplies, will they come? … my guests will provide some key takeaways from the findings, discuss opportunities tied to the thesis and more.
A term we often hear is "Internet of Things", but what does it mean exactly? We sit down with Kevin Dennean to discuss what it is, why it matters, how you're probably using it right now (and don't even realize it) and how you can invest.
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 inflation data, commentary from Fed officials, market volatility, developments out of Washington, 4Q earnings and more. Plus, we will take a look at what you can expect in the week ahead.
After a prolonged period of muted business investment spending, catalysts are in place for a rebound. We'll talk about what those catalysts are, which sectors are poised to benefit the most from increased business spending and more.
Today we turn our focus back to fixed income as we examine Investment Grade Corporate bonds (or IG Corporates). We will cover recent trends, investor demand, performance, opportunities and more.
Believe it or not … most families are likely to lose their wealth by the third generation. What exactly contributes to that, what kind of planning can be implemented in order to avoid that loss of wealth and what practices should you consider? We discuss that today.
Join us as we digest the recent action in the markets. Volatility remains high, since it began a week ago today. Since then, we have experienced a 10% decline in the major equity averages and some dramatic moves in Treasury yields. We put together a panel of experts from the Chief Investment Office to break down everything we've seen and what we can expect in the days ahead. - Senior US Economist Brian Rose - Senior Fixed Income Strategist Leslie Falconio - Senior Equity Strategist David Lefkowitz - Behavioral Finance Specialist Svetlana Gherzi Recorded on Friday, February 9, 2018 at 4:10pm ET
Art Cashin, the Director of Floor Operations at the NYSE for UBS, discusses the action and volatility in today's markets. Recorded on Friday, February 9, 2018 at 3pm ET.
Volatility has persisted within the markets over the past week, the kind that we have not witnessed in recent time. As we officially enter correction territory, we'll discuss what's behind this volatility, how long will it last and how you should position your portfolio?
Treasury yields have been on the rise as of late and in part have contributed to the kind of market volatility investors have not seen in years. So what is behind the climb in treasury yields, what is the correlation to performance in fixed income, why does the potential for higher yields seem to have spooked the broader markets and can it happen again?
