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 corporate earnings, developments out of Washington, economic data releases and more. Plus, we will preview what you can expect in the week ahead.
Today’s sophisticated encryption methods make it almost impossible for hackers to infiltrate a computer network by cracking a security code. Instead, most cyber criminals rely on human deception. "It’s easier for them to manipulate human beings into doing something they want," said Paz Grimberg, a Quantitative Analyst and Software Developer for Water Island Capital and a former member of the Israel Defense Forces elite cyber unit. "The weakest link is the human factor." Grimberg spoke with Anthony Pastore, Head of UBS Wealth Management Americas On-Air, about the history of encoding and cyber attacks - from the encryption methods of the ancient Greeks to today’s cyber security protocols - as well as how "social engineering" can lead to major security issues.
The latest UBS House View has been released; today we will examine what has contributed to wealth creation and examples of wealth destroyers – plus thoughts on portfolio positioning, tax reform and who the next Fed chair might be.
Despite global uncertainty, the ultrawealthy are flourishing. In this podcast, you'll hear insights on the ultrawealthy: how tech and peer share played major roles in billionaire growth, how and why the era of the entrepreneur remains strong and the overall cultural impact that billionaires have.
The popularity of cryptocurrencies in recent years has been on the rise – today we examine what cryptocurrencies are, the drivers behind their growth, associated risks, investment approaches and more.
Today we turn our focus to MLPs as we examine recent sector performance, preview the Q3 earnings season, discuss the implications of tax reform to the sector, identify opportunities within the space and more.
John Savercool, Head of UBS Office of Public Policy, joins us for another installment of the D.C. Insider Series. John Savercool will cover a wide array of topics including tax and healthcare reform, geopolitics, potential nominees for Fed Chair, and more.
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 potential nominees for the Fed Chair post, Q3 earnings, energy data and more – plus, preview what we can expect in the week ahead.
'Modern Retirement Podcast: Planning for successful retirement and well-being' with Svetlana Gherzi, Behavioral Finance Specialist Americas, UBS Wealth Management Chief Investment Office and Jeff LeForge, Investment Strategist Americas, UBS Wealth Management Chief Investment Office
Fixed Income is our focus today. Specifically the yield and income sector. We'll discuss the impact from interest rates, sector performance and an overall outlook.
Today we turn our focus to the materials sector as my guest will provide his current thoughts on the space, expectations for the upcoming corporate reporting season, an outlook, investment opportunities and more.
Today we turn our focus to the municipal market. We will pay particular attention to how this market has been impacted in the wake of Hurricane Maria in Puerto Rico. We will also discuss the implications that the Trump Administration's tax reform framework might have on the municipal market. And finally, we will discuss near-term outlooks and portfolio positioning ideas for municipal investors.
Today we turn our focus to the release of the tax reform "framework" by the White House and Congressional Republican leadership. We will discuss provisions of the framework, timelines for negotiation, and impacts to U.S. equity sectors.
It's Friday morning and that means it's time for the week in review and preview. We will recap this week's key events – including the September Fed meeting minutes and Fed speakers – plus, preview what we can expect in the week ahead.
The Q3 earnings season is just beginning. Today we will discuss whether the earnings growth we've witnessed in recent quarters will continue, how earnings growth may be impacted by the hurricane season, an outlook for equity markets returns, portfolio positioning and more.
