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:
Political headlines, from within the United States and overseas, have been dominating the news and many conversations regarding investing. However, the markets have seemed to have no reaction to these headlines, and have been carrying on upward regardless. Today, my guest will discuss the market reaction to recent political developments and what is really driving the markets.
This past Thursday, May 25th, was the highly anticipated OPEC meeting in Vienna. They renewed an agreement to withhold output and extend its current oil production cuts through March of 2018. Today, we'll take an in-depth look at the key takeaways from the OPEC meeting, the market's reaction to the announcement, as well as some investment implications going forward.
The minutes of the most recent Federal Open Market Committee, or FOMC, have been released. Today, we'll take an in-depth look at the major points of the Minutes and what we expect from the Fed going forward.
Tune into the third Modern Retirement Podcast, hosted by Michael Crook. This week's podcast digs deeper into the importance of creating goals, and navigating the goals discovery process. Svetlana Gherzi joins us to discuss behavioral challenges around planning for uncertainty and the future, and developing goals to serve as building blocks for a comprehensive financial plan.
Brazil is going through another political crisis, following reports that a recording exists of Brazilian President Michel Temer offering a bribe to former House Speaker Eduardo Cunha in order to keep his silence regarding the investigations of corruption. Today – we'll examine the current political climate in Brazil, the likely scenario ahead, and implications for US investors.
The latest UBS House View has been released – today we'll examine the current state of global markets, including developments within China and Brazil, CIO's thoughts on asset allocation, and more.
Today we turn our focus to fixed income, specifically munis as my guest will walk us through the latest Municipal Market Guide. We'll cover the implications of tax reform, Puerto Rico, overall investment themes and how muni investors should be positioned.
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 headlines out of Washington, plus preview what we can expect in the week ahead.
Today we turn our focus to the May edition of Yield and Income as we'll examine the current state of markets across multiple asset classes, potential sources of market volatility, opportunities and more.
'Retirement Planning'. Tune into the second Modern Retirement Podcast, hosted by Michael Crook. This week's podcast covers the importance of setting goals, creating a plan, and implementing a strategy to successfully meet your retirement aspirations. Svetlana Gherzi joins us to present a comprehensive five-step goal discovery process - think deliberately, identify all goals, plan for the unexpected, learn from others, and prioritize clearly.
If you're up to speed on current events, you would have likely heard about last week's cyber-attack, which impacted many public and private entities throughout the globe. My guest today will discuss the nature and scope of this attack, provide thoughts on cyber-security, the government's involvement, how you should position your portfolio and more.
There were a few major developments in the United States over the last couple of weeks, including the passage of the GOP health care bill, tax reform and a solid jobs report. My guest will discuss these recent happenings in Washington, talk about other agenda items that you should be aware of and touch on how investors should positions themselves in light of all of it.
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.
Today we turn our focus to Millennial investing. Our guest will touch on the millennial financial literacy, challenges facing millennials and more.
Today we turn our focus to emerging markets, specifically Latin America. My guest will cover how the region plans to sustain growth, the headwinds facing it, investment opportunities within and more.
