Top of the Morning – UBS Wealth Management Research

The latest edition of the UBS House View has been released – today we will examine the greatest threats facing the markets right now, how investors should position themselves accordingly, CIO's current market outlook 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 markets moving events – including CIO's current views on fixed income and interest rates – plus preview what we can expect in the week ahead.

We take a deep dive look at the August edition of the Yield & Income monthly. We examine performance of the asset class and what has been driving it, headwinds and more.

Today we turn our focus to retail as we examine how the group performed during the Q2 reporting season, expectations for the back-to-school- shopping season, opportunities within the space 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 markets moving events – including takeaways from the July global central bank meetings – plus preview what we can expect in the week ahead.

This week's Modern Retirement Podcast features one of our Wealth Planning Specialists, Andrea Rothberg, and our Client Philanthropy Specialist, Louisa Oakes. This podcast covers how to be strategic with your charitable giving, and best practices on maximizing your philanthropic goals through your legacy portfolio. UBS Financial Services Inc. and its affiliates do not provide legal or tax advice. Clients should consult with their legal and tax advisors regarding their personal circumstances. 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. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

Today we turn our focus back to emerging markets as we examine the current environment, where opportunities exist across multiple asset classes the implications of U.S. trade policy to China and more.

The situation in North Korea has shifted from being a chronic but manageable irritant, to a growing geopolitical crisis. How did things ever get to this point, what is likely to happen next, and how should your clients position their portfolios? Features Admiral Jonathan Greenert, Former Chief of Naval Operations and Mike Ryan, Chief Investment Officer Americas, UBS Wealth Management.

Today we turn our focus to geopolitics as we examine recent tension stemming from North Korea. We will cover how we got here, possible next steps, market implications, positioning 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 market moving events, including rising geopolitical tensions – plus preview what we can expect in the week ahead.

Today we turn our focus back to thematic investing as we examine a suite of long term investment themes that you may consider for your portfolio. We will cover the existing themes as well as a new addition to the offering tied to the healthcare sector.

Today we turn our focus back to fixed income as my guest will speak to the latest edition of the Fixed Income Strategist – we will cover the implications to the asset class amid the unwinding of quantitative easing, concern facing fixed income investors and positioning.

This week's Modern Retirement Podcast features one of our Wealth Management Consultant's, David Rosenthal. This podcast focuses on how spending can change in retirement, and explores a few different ways that retirees can manage their spending efficiently. UBS Financial Services Inc. and its affiliates do not provide legal or tax advice. Clients should consult with their legal and tax advisors regarding their personal circumstances. 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. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

The latest edition of the House View Weekly has been published. We take an in-depth look at a variety of events happening in the markets: earnings, monetary policy, global growth and more.

Listen to what Lyle Fitterer, Portfolio Manager at Wells Capital Management, has to say is the biggest risk and biggest opportunity for investors today. Lyle is part of our Research Advisory Board for CIO WM Americas, which brings thought leaders together to provide guidance on the day's most critical questions.