Top of the Morning – UBS Wealth Management Research

In the world of Long Term Investment Themes, we have explored things like robotics & automation, education, healthcare, energy and obesity (to name a few). There is a new theme that was recently released that we explore today: "Rewarding Experiences".

Join CIO's Energy Sector Strategist, Nicki Decker and Van Eck's Shawn Reynolds, for an in-depth conversation on what 2018 has in store for the energy and oil landscape. The conversation consists of a general outlook, notable industry risks and challenges, investment opportunities and more.

Today we turn our focus back to energy as we will examine the latest edition of the Our energy future publication series. We will discuss the most pressing questions facing energy investors, notable challenges facing energy investors, portfolio positioning and more.

It's Friday morning and that means it's time for the week in review / preview. Today we'll recap this week's key events, including what's driving the rally in equities, yield and income sector performance and more. Plus we'll preview what we can expect in the week ahead.

Today we turn our focus back to fixed income as we examine the latest municipal market guide which discusses the impact of tax reform to the muni market. We will also cover risks muni investors should be mindful of as well as positioning ideas.

We examine key themes, trends and ideas within the Information Technology and Telecom sectors in 2018 - making reference to Kevin Dennean's publication '18-for-18: Information Technology and Telecom themes and ideas'.

Today we turn our focus to fixed income as we examine how the asset class performed in 2017 relative to expectations and what 2018 has in store. We will also cover investment risks and positioning within the asset class.

Today's conversation will focus on various areas of uncertainty for investors. We will discuss an array of investment topics including portfolio diversification, market risk, rising interest rates, and the role of core bonds in an investor's portfolio.

What does the 2018 U.S. legislative agenda look like? Shane Lieberman from the UBS Office of Public Policy discusses legislative initiatives we can expect this year, geopolitical headwinds, the looming mid-term elections and other recent developments within the beltway.

2018 has gotten off to a strong start for oil markets, but will it continue? My guest will provide her expectations for the oil and energy markets in 2018, the upcoming earnings season and speak to how energy investors should be positioned in this current environment. Plus, we will discuss a recent government proposal related to offshore drilling and the implications that carries to the energy sector.

One of the highlights of 2017 was the performance we witnessed in U.S. equity markets. Today my guest will speak to what was behind the strong performance and how that equates to what 2018 may deliver. We will also touch on notable headwinds, the upcoming Q4 earnings season and where opportunities exist within equities.

2017 delivered strong market performance which could make 2018 a tough act to follow – my guest today will review 2017 performance across several asset classes and speak to his market expectations for 2018 – including risks investors should be mindful of.

The UBS House View Monthly Client Call featuring Mike Ryan, Chief Investment Officer Americas.

Today we turn our focus to economics and monetary policy as we examine the most recent FOMC meeting minutes and U.S. economic growth projections for 2018. We will also cover projected growth for other regions of the global and preview tomorrow's December employment report.

2017 proved to be a strong year for technology sector performance – so what does 2018 have in store? My guest will provide his performance expectations for the IT sector in 2018, speak to investments themes, where opportunities exist and more.