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:
Highlights from the recent CIO Global Forum in New York City with Michael Crook, Head Americas UHNW and Institutional Strategy, UBS Wealth Management Chief Investment Office & Svetlana Gherzi, Behavioral Finance Specialist Americas, UBS Wealth Management Chief Investment Office.
Today we turn our focus back to emerging markets as we examine what is driving the recent strong performance, where we are in the investment cycle, valuations, opportunities and more.
Today we turn our focus to Puerto Rico as we examine the current state of the island's recovery in the wake of Hurricane Maria. We will also cover financial developments, how bond prices have been impacted and what lies ahead for the island.
Svetlana Gherzi concludes this podcast series by answering questions regarding risk: how not to measure it and why investors buy things that are on sale but not cheap investments. Also, many of you asked so she provides book recommendations.
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 today's September employment report. We will also cover the latest in the world of Fixed Income and 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. Host by Justin Waring, Investment Strategist Americas, UBS Wealth Management Chief Investment Office.
Professor Terry Odean from the Hass School of Business at the University of California, Berkeley joins us to discuss how to plan and prepare for cognitive decline. He shares his own personal experience with the subject, and offers advice to help avoid worst case scenarios.
Today we turn our focus to the IT sector. We will discuss various topics associated with this sector including developments within cybersecurity, earnings expectations, and investment themes and opportunities.
This week's Modern Retirement Podcast discusses strategies and concepts that millennials should focus on in order to strategically plan for their financial futures despite the economic challenges they face.
Podcast #8: Professor Abigail Sussman from the Booth School of Business at the University of Chicago joins us on this week's podcast to discuss budgeting and spending. Investors are always encouraged to save; yet, sometimes spending is actually the optimal strategy. Spending can help to maximize total net worth, as long as investors are budgeting and actively avoiding behavioral biases.
Episode #7: Professor Julie Nelson joins us to discuss gender and risk preferences. She explains how the publication process, as well as individuals' own confirmation bias, can lead to stereotypes. She suggests taking literature on this subject with a grain of salt, and emphasizes that sex isn't a good indicator of risk tolerance.
Today we turn our focus to the recent UBS CIO Global Forum which was held in New York City. Our guest today will discuss key takeaways, themes, and panel discussions from this event.
Podcast #6: Professor Mark Fenton-O'Creevy discusses the extent to which emotions should be involved in the investment process. We often advise clients to avoid emotion in decision-making, but following your emotions can sometimes be a good thing. He offers strategies that can improve our investment decisions.
Today we turn our focus to energy, as we examine the latest developments within the sector as well as how oil prices are currently trading. We will also cover notable headwinds, opportunities, and more.
Podcast #5: Professor, and author, Victor Ricciardi joins us on this podcast to discuss the psychology of risk and how it relates to financial planning decisions. He also mentions common behavioral biases and mistakes.
