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:
Our conversation today will focus on investment strategies and reflect on portfolio performance. We will discuss what investors can do if they are unhappy with certain aspects of their portfolios, and we will further look into opportunities for investors as we close out 2017.
Today we turn our focus to tax reform and, in particular, its implications to the municipal markets. We will discuss key provisions of the recently-released Senate tax plan, market reactions to these provisions, and portfolio positioning ideas in response to the prospects of tax reform.
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.
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 further corporate earnings and developments pertaining to tax reform – plus preview what we can expect in the week ahead.
Our latest Investor Watch report, which is titled 'For love, not money', reveals that the wealthy cite passion over profit when it comes to their collections.
Recent news out of Saudi Arabia took many by surprise and leaves many wondering what the future of the kingdom will look like. My guest today will explain what occurred, what triggered the surprise actions by the Saudi crown prince, and what this all means for the energy sector, oil markets and the region.
Today our conversation will focus on autonomous vehicles and the future of driving. Our guests today will discuss the latest publication that they created together, which is entitled "Driving Towards Smart Mobility." We will discuss timelines for the full roll-out of autonomous vehicles, as well as broader economic impacts and potential implications to investor portfolios.
Last week delivered numerous catalysts which had the potential to move markets, yet market reaction was fairly muted – why? Jason Draho, Head of Tactical Asset Allocation, Americas, answers that question and speaks to last week's notable events – such as the nomination of Jerome Powell as Fed Chair and the mixed October Employment Report. Jason also recaps October market performance and previews November's notable market catalysts.
Welcome back to D.C. Insider. Today, we are joined by Shane Lieberman from the UBS Office of Public Policy. We are going to cover a wide range of timely topics from within the beltway and beyond – including developments surrounding Tax Reform, the recent Fed Chair nomination, geopolitics, Robert Mueller's investigation, and President Trump's trip to Asia.
It's 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. We will also discuss this morning's jobs report and take a look at the recent performance of the yield and income sectors. And finally, we will preview what we can expect in the week ahead.
UBS House View Monthly Client Call with Mike Ryan, Chief Investment Officer Americas, UBS Wealth Management
The focus of today's conversation will be "Investing Through a Gender Lens." Our guest today will provide us with an investment theme update from within this space, and he will also discuss profitability research and investment approaches.
Today we turn our focus to the Emerging Markets. We will discuss how the landscape of this space has changed over the past few years; We will also look at the implications that international political news has on these markets – and, finally, we will discuss how investors can best position their portfolios in response to these considerations.
Today we turn our focus to the telecommunications Sector. Our guest today will discuss earnings results, performance trends, and valuations. He will also provide his forward-looking outlook for this space, and finally, he will comment on regulatory and tax reform implications to the sector.
Today we turn our focus to the IT Sector. Our guest today will discuss earnings, valuations, and themes from within this space. He will also comment on potential areas of concern, as well as implications from tax reform to the sector.
