Top of the Morning – UBS Wealth Management Research show

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:

 Modern Retirement Podcast – Millennials and Retirement | File Type: audio/mpeg | Duration: 00:25:48

Tune into this week's Modern Retirement Podcast, where we continue the discussion on Millennials and their financial habits as it pertains to retirement. We discuss concepts that millennials should focus on to successfully plan for retirement, and to ensure their financial security.

 'Week in Review / Preview' with Frank Sileo, Senior Fixed Income Strategist Americas, UBS Wealth Management CIO | File Type: audio/mpeg | Duration: 00:14:25

It's Friday morning and that means it's time for the week in review and preview. We will recap this week's key market moving events, including central bank comments and thoughts on the recent performance of yield and income markets – plus, a preview of what we can expect in the week ahead.

 Modern Retirement Podcast – Millennials and Investing | File Type: audio/mpeg | Duration: 00:12:57

In today's Modern Retirement podcast, we turn our attention to millennials. Nina Gunderson joins us to discuss the financial behavior of millennials, how they plan for retirement, and what influences their views on the market and investing.

 'Financial Regulations: Examining the current and future environment' with Brad Ball, Financials Equity Sector Strategist | File Type: audio/mpeg | Duration: 00:11:34

Today we examine the world of regulations as it pertains to the financials sector; my guest will speak to what changes are taking place, the implications to the financials sector and positioning within the space. Plus, we will cover the results of the 2017 Comprehensive Capital Review and Analysis tests (or CCAR).

 Advice Beyond Investing Client Call - 06.28.2017 | File Type: audio/mpeg | Duration: 00:18:24

"The caregiver's challenge." Dan Huth, Head of Sales Strategy & Advice Beyond Investing, leads this interactive call with Jerry Hulick, the Founder of Caring Consulting Group and a longtime specialist on caring for those with special needs, sponsored by Voya Financial.

 'UBS House View - The paradox of historical knowledge' with Jason Draho, Head of Tactical Asset Allocation Americas, UBS Wealth Management CIO | File Type: audio/mpeg | Duration: 00:07:56

The U.S. economy is currently in its second longest economic expansion since WWII, yet investor uncertainty remains highs. My guest today will shed light on the drivers behind current economic conditions and investor sentiment, provide an economic outlook and discuss how investors should be positioned in this current environment.

 'Week in Review and Preview' with Brian Rose, Senior Economist | File Type: audio/mpeg | Duration: 00:12:02

It's Friday morning and that means it's time for the week in review and preview. My guest today will recap this week's key market moving events and preview what we can expect in the week ahead.

 'The shopping transformation: implications of the Whole Foods and Amazon merger' with Rob Samuels, Consumer Discretionary Sector Strategist and Sally Dessloch, Consumer Staples Sector Strategist | File Type: audio/mpeg | Duration: 00:11:56

Today we turn our focus to the consumer as we examine the implications of a recent announcement which took many by surprise and has the potential to reshape the way we shop.

 Modern Retirement Podcast: Moving past 4% with improved withdrawal strategies | File Type: audio/mpeg | Duration: 00:15:00

Welcome back to the Modern Retirement Podcast Series. This week, Jeff LeForge, CIO Investment Planning Analyst, joins us again to build upon the 4% safe spending rule further. Tune in as we go beyond the basic principles of the rule, and take a deep dive into improved withdrawal strategies.

 'North American Energy Independence: Reenergized – theme update' with Nicki Decker, Energy Sector Strategist and Jay Dobson, MLP and Energy Infrastructure Sector Strategist | File Type: audio/mpeg | Duration: 00:12:26

Today we turn our focus back to energy as we check in on a long time investment theme – North American Energy Independence. We'll cover the drivers of the theme, recent developments, opportunities and more.

 'Municipal Market Guide: California Dreamin'' with Kathleen McNamara, Senior Municipal Bond Strategist | File Type: audio/mpeg | Duration: 00:08:29

Today we turn our focus back to munis as my guest will speak to what's been driving the recent performance in muni markets, whether the current positive trends will continue, muni related investment themes, developments out of California and more.

 'Have we passed peak populism?' with Jason Draho, Head of Tactical Asset Allocation | File Type: audio/mpeg | Duration: 00:07:50

In the past year populism has been on the rise across the globe, influencing political movements and delivering victories to outsiders. Today we examine whether this populism movement has hit its peak amid recent election outcomes and what that could mean for investors.

 'Week in Review and Preview' with David Lefkowitz, Senior Equity Strategist | File Type: audio/mpeg | Duration: 00:09:49

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 Wednesday's Fed statement, plus preview what we can expect in the week ahead.

 'What did the Fed have to say? – A recap of the Fed meeting' with Brian Rose, CIO-A Senior Economist | File Type: audio/mpeg | Duration: 00:09:12

Yesterday was the highly anticipated Fed rate decision. Today we'll examine what that decision was, other notable takeaways from the Fed statement and Chairman Yellen's press conference, and what it all means for the future of the US economy.

 Modern Retirement Podcast: What is the 4% Rule? | File Type: audio/mpeg | Duration: 00:08:39

Welcome back to the Modern Retirement Podcast Series. In this podcast, Jeff LeForge, CIO Investment Planning Analyst, joins us to discuss the 4% safe spending rule. The 4% rule is a rule of thumb used to determine the amount of funds to withdraw from a retirement account each year. Join us as we discuss this important concept to consider when thinking about financial planning in retirement, and spending out of a portfolio.

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