Top of the Morning – UBS Wealth Management Research

Volatility has been top of mind for many over the past week as investors have been witnessing market activity which has not been seen in quite some time. So how have emerging markets been performing? My guest will speak the performance of emerging markets, positioning within the asset class and more.

UBS Client Call on the recent market volatility – Featured speakers are Mike Ryan, Chief Investment Officer Americas, UBS Wealth Management, Jeremy Zirin, Head of Investment Strategy Americas, UBS Wealth Management Chief Investment Office, Leslie Falconio, Senior Fixed Income Strategist Americas, UBS Wealth Management Chief Investment Office and Michael Crook, Head Americas UHNW and Institutional Strategy, UBS Wealth Management Chief Investment Office. Hosted by Paul Leeming, Head Americas Product Management, UBS Wealth Management Chief Investment Office

North America's Energy Independence. It seems like a far-off dream, but in reality, it's a lot closer than you might think – perhaps this year. Today, we will discuss the tenets of this thesis and investment opportunities within the energy space.

Given the further declines in equity markets today, we sat down with members of the UBS Chief Investment Office to discuss their overall thoughts on the move and what you should (or should not) do today. Join Mike Ryan, Chief Investment Officer Americas, Leslie Falconio, Senior Fixed Income Strategist Americas and David Lefkowitz, Senior Equity Strategist Americas for this important and timely discussion.

U.S. equity markets experienced some declines last week, which are continuing into today's session. What exactly is driving this selloff, is it warranted, should we be concerned and how should investors position their portfolios? We will answer those questions and more.

It's Friday morning and that means it's time for the week in review and preview. On this Groundhog's Day, we will recap this week's key market moving events, including Janet Yellen's final policy meeting as Fed chair and activity within equities and fixed income. Plus, thoughts on today's jobs report and a preview of what we can expect in the week ahead.

A conversation on the current market environment, the impacts of tax reform – to both corporations and individuals, portfolio positioning and more with Mike Ryan, Chief Investment Officer, Americas, Erin Wilms, Advanced Planning and Shane Lieberman, UBS Office of Public Policy.

On Tuesday, January 30, Jamie Dimon, Jeff Bezos and Warren Buffet from JPMorgan, Amazon and Berkshire Hathaway, respectively, announced that they are partnering on ways to address healthcare for their U.S. employees, with the aim of improving employee satisfaction and reducing costs. The initial focus, according to a joint statement, will be on technology solutions that will provide U.S. employees and their families with simplified, high-quality and transparent healthcare at a reasonable cost. The question is, what is this new solution and how could it affect the current state of healthcare in the US?

Today we turn our focus to the industrials sector as we examine what is behind an expected acceleration in cap-ex spending in 2018. We will also cover which areas within the sector are positioned to benefit the most and the associated risks.

Tax reform has been the focus of many investors in recent time, though what about reform when it comes to financial regulations. My guest today will walk us through the current financial regulation landscape, what supports CIO's positive view on U.S. Financials and more.

The latest UBS House View has been released – with some notable changes to how you can experience CIO's intellectual capital. My guest walks us through those changes and also provides updated insight into the impacts of tax reform, the bond market and CIO's asset allocation. Plus, some takeaways from last week's World Economic Forum.

It's Friday morning and that means it's time for the week in review and preview. My guest will speak to this week's key markets moving events, including a Q4 earnings update, thoughts on trade talks and more. Plus, preview what we can expect in the week ahead.

The World Economic Forum in Davos Switzerland is in full swing; today we check in on commitments made by UBS at last year's forum with respect to developing partnerships in an effort to achieve sustainable investing goals laid out by the United Nations.

People tend to feel comfortable with what's familiar and drawn to the "new and improved". That same psychology applies to the investment world. My guest today will break it all down for us and speak to how it all ties into CIO's 3L goal setting framework.

Kevin O'Leary doesn't care about your feelings. The venture capitalist appearing on ABC's reality show "Shark Tank" has a reputation for showing little patience when contestants make emotional pleas or share their life stories while pitching their business idea. "I don't care that you had a dog named Blue in high school," says O'Leary. "You've got to tell me why I should give you money to invest and how you're going to build a business. … If the idea has no merit, I'm being their best friend by telling them, 'You're going to go to zero'." O'Leary sat down with UBS Wealth Management Americas On-Air Host Anthony Pastore for a fascinating discussion on everything from entrepreneurship to his outlook for markets in 2018 and beyond. Asked what it takes to succeed as an entrepreneur, O'Leary ticked off three key factors: a great elevator pitch, facility with numbers and superb executional skills. For any startup creator building a business and seeking funding, "it's the jockey-and-the-horse analogy," he said. "The 'horse' is a great business idea—but it never wins the race without a good jockey on it."