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:
Today we turn our focus to technology, as my guest will speak to what is behind the recent weakness in the sector, some recent developments within the technology space, opportunities and more.
Investors are constantly being inundated with information from the financial media, and it can be difficult to sort out the useful information from the noise. Today, my guest will discuss the dangers of financial media, why investors should care about their personal time horizon, and how to understand financial information in context.
Paul Donovan, CIO Global Chief economist, and Jason Draho, Head of Tactical Asset Allocation, discuss the UK election results, the impact on the UK and European economies, market reaction and what it all means for global populism.
Join Dean Turner, Senior Economist (CIO, London) for a conversation on the surprise U.K. election outcome. Dean speaks to what this outcome means for the U.K. political landscape going forward, the U.K. economy, implications to the BREXIT process, European equities and more.
It's Friday morning and that means it's time for the week in review and preview. Today my guest will preview this week's key market moving events, including the U.K. election, plus preview what we can expect in the week ahead.
Today we turn our focus back to energy as we examine what's behind the recent movement in oil prices, the implications of rising geopolitical tension in the Gulf States, how energy investors should be positioned and more.
Today we turn our focus to thematic investing as we examine a brand new offering of long-term investment themes. We will cover what these themes are, how they differ from past ones, how to invest in them and more.
Welcome back to the Modern Retirement Podcast Series. In this podcast, we'll expand on the 3L Framework – liquidity, longevity, and legacy. Join us as we dig deeper into portfolio construction, preferred asset allocation, and other important aspects to consider as you build out each bucket in the framework.
Another major European election is only a couple of days away – today my guest will preview Thursday's U.K. general election, speak to possible market reactions and implications of the outcome and more.
Today we turn our focus to Master Limited Partnerships – or MLPs. My guest will speak to the recent performance of the sector, notable headwinds, takeaways from a recent industry conference, opportunities 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 today's May jobs report, 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.
Advice Beyond Investing Client Call: Financial Planning in the Shadow of Dementia. The call features guest speaker Doug Ewing, an Advanced Markets professional with Transamerica and is hosted by Dan Huth of UBS Wealth Management America.
In this podcast of the Modern Retirement Series, Svetlana Gherzi joins us to continue our conversation around goal discovery, and introduce what we identify as the "3L Framework: Liquidity, Longevity, and Legacy." Join us as we take a deep dive into the specific allocation and portfolio construction guidance that ties into the Goal Based Wealth Management Framework.
Today we turn our focus to the emerging markets as we examine market moving events during the month of May and their implications to the EM space. We'll also cover recent developments surrounding China, Brazil and how EM investors should be positioned at this time.
