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 / preview. Today we will recap this week's key market moving events – including what's driving the ongoing rally in the equity markets, the performance of Fixed Income and the latest news out of Washington. Plus, we'll preview what you can expect in the week ahead.
Today we turn our focus back to exchange traded funds, or ETFs, as we examine the rise of passive investing – including what it is, concerns surrounding the strategy and what it all means for the asset class.
This week's Modern Retirement Podcast features Jeff LeForge, one of our CIO Strategists, and discusses an effective wealth transfer tool – the grantor retained annuity trusts. Join us as we explore what benefits GRATs provide, how they actually work, and key considerations when developing a GRAT strategy. Neither UBS Financial Services nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.
Today we turn our focus back to fixed income as we examine the latest edition of the monthly fixed income strategist publication. My guest will speak to recent developments within the asset class, including risks, positioning, opportunities and more.
U.S. equity markets have witnessed a 9-year bull run while the U.S. economy has witnessed a 9-year expansion. Today we examine the correlation between these two milestones and what it all means for investors.
Today we examine the impact and economic implications of Hurricane Irma, the financial response from the federal government and more.
It's Friday morning and that means it's time for the week in review and preview. My guest will review this week's key market moving events – including geopolitics, changes at the Fed and developments out of D.C. – plus, preview what we can expect in the week ahead.
UBS House View Monthly Client Call with Jeremy Zirin, Head of Investment Strategy Americas, UBS Wealth Management Chief Investment Office.
Today we turn our focus back to emerging markets as we examine why it's not too late to take on risk within the asset class, how to position portfolios in the current environment and where opportunity exists – plus, thoughts on investment opportunities within Africa.
Today we turn our focus to fixed income as we examine how the asset class performed during the month of August, what were the performance drivers, how fixed income investors should currently be positioned and more.
This week's Modern Retirement Podcast features Erik Seeney, a specialist on our Wealth Planning team. Today's discussion focuses on advanced estate planning strategies, specifically the spousal access trust. This recording is provided for informational and educational purposes only. Providing you with this information is not to be considered a solicitation on our part with respect to the purchase or sale of any securities, investments, strategies or products that may be mentioned. In addition, the information is current as of the date indicated and is subject to change without notice. Neither UBS Financial Services nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement. Important information about advisory and brokerage services In providing wealth management services to clients, we offer both investment advisory and brokerage services, which are separate and distinct and differ in material ways. For information, including the different laws and contracts that govern, visit ubs.com/workingwithus. © UBS 2017. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.
It's Friday morning and that means it's time for the week in review and preview. Today we recap this week's key markets moving events – with comments on Hurricane Harvey and the August employment report – plus preview what we can expect in the week ahead.
Today we turn our focus to Hurricane Harvey, which has devastated Texas and the Gulf coast since its landfall on Friday night. We'll examine the implications of this hurricane to the energy sector and the price of oil, as well as how investors should position themselves within the energy space at this time.
Robots are on the rise. A.I. will revolutionize how we work, drive and live our lives. Where are the opportunities? Listen to our special call with Dr. Wyatt Newman, robotics expert and engineering professor at Case Western Reserve University. He will discuss the current state of A.I. and its potential.
This week's Modern Retirement Podcast discusses healthcare cost inflation, Medicare coverage, and how to prepare for healthcare expenses in retirement.
