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. My guest will recap this week's key events, including developments surrounding tax reform and today's November employment report. Plus, we will preview what you can expect in the week ahead, namely the high anticipated Fed meeting.
UBS House View Monthly Client Call with David Lefkowitz, CIO-A Senior Equity Strategist
Technology is ever-changing and ever-evolving; today we will discuss technological disruptors to keep an eye on in the coming year and beyond which have the potential to impact global markets and economies.
Today we continue with our 2018 outlook though focus the conversation on the emerging markets. My guest will speak to the CIO's expectations for the asset class in the coming year, including performance, risks and where opportunities exist.
Shane Lieberman, from the UBS Office of Public Policy in Washington D.C., provides an update on tax reform, including insights into how the Senate and House versions of the bill differ, the process and timeline of combining them and more. Plus, thoughts on the ongoing investigation of special counsel Robert Mueller.
Today we turn our focus to 2018 and my guest will walk us through CIO's expectations for the new year; including notable risks, central bank and political activity and much more. We will also cover investment and portfolio positioning ideas you may consider as 2017 draws to a close.
Today we turn our focus to oil and energy as we examine last week's highly anticipated OPEC meeting. We will discuss the outcome, next-steps, oil market performance and how energy investors should be positioned at this time.
In today's Week-in Review and Preview, we recap this week's key headlines and market-moving events – such as developments within tax reform, yesterday's OPEC meeting, and more. Plus, we discuss what we can expect in the week ahead.
Our conversation today focuses on the holiday shopping season. We discuss sales numbers from Black Friday through Cyber Monday, key shopping trends and market items to watch out for this season, overall expectations for holiday sales numbers and how retail investors should be positioned at this time.
Our conversation today will zero-in on several different timely topics. Our guest today will comment on recently released key economic data, Fed Chair nominee Jerome Powell's confirmation hearings, the future of Fed activity and monetary policy, and developments regarding tax reform.
Today we turn our focus to the U.S. yield curve. We will be discussing the recent flattening exhibited in this curve; in particular, we will look at factors contributing to this flattening, what this may mean for the markets, what measures investors might take, and more.
Behavioral finance is the focus of today's discussion. Our guest today will discuss the "behavioral biases" that investors commonly exhibit. Our conversation will include commentary on the leading research in this regard, the potential negative effects of these biases, and how investors can overcome these mistakes.
Today we turn our focus back to fixed income as we discuss the latest edition of the Municipal Market Guide, which focuses on the year ahead. My guest will explain what 2018 has in store for the asset class, recap 2017 performance, discuss ongoing catalysts and provide an update on tax reform.
It is Friday, and that means it's time for the 'Week-in Review and Preview'. We will recap this week's key headlines and market-moving events – including developments within tax reform, statements made by key Fed speakers, movement in the oil markets, takeaways from President Trump's trip to Asia, and more…Plus, we will preview what we can expect in the week ahead.
Today we turn our focus to the fixed income markets. In particular, we will discuss President Trump's Fed Chair nomination, movement within the credit sectors, the shape of the U.S. yield curve, and what all of these considerations mean for fixed income assets. Plus, we will look at key economic indicators and how investors should be positioned as 2017 nears its close.
