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UBS On-Air

Top of the morning - UBS On-Air

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Top of the Morning: 'Information Technology Sector Update: Earnings, Trends and Opportunities'

Today we turn our focus back to technology as we will discuss recent developments within the sector, including the impact on ongoing trade talks, expectations for the upcoming reporting season and where opportunities exist within the sector. Featured is Information Technology and Comms Services Sector Strategist Americas, Kevin Dennean from the UBS Chief Investment Office.As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

17mins

9 Jan 2019

Rank #1

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UBS On-Air: 'Business Owners Coronavirus Relief Programs'

For business owners impacted by COVID-19, help looks to be on its way at last. With a $2 trillion relief bill, the federal government will offer loans, tax relief and other assistance to business owners and workers. On this call James Jack, Head of Business Owners Client Segment for UBS and his experienced panel address a detailed overview pertinent legislation, lending & tax planning considerations owners need to be aware of during this time including details about the Paycheck Protection Program and credit support for other affected businesses. Host: James Jack.

57mins

2 Apr 2020

Rank #2

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UBS On-Air: Investment Strategy Podcast - Tips for the young investor

On this edition of the podcast series, we examine the top three tips for the young investor. Featured are Investment Strategist Americas, Justin Waring and Total Wealth Strategist Americas, Ainsley Carbone, UBS Chief Investment Office.

17mins

27 Aug 2019

Rank #3

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UBS On-Air: "The Decade Ahead: What's next for investors in 2020 and beyond'

The New Year is approaching and investors have spoken. In two recently published UBS reports, the UBS Investor Watch and CIO Year Ahead, we asked investors about their concerns for 2020 and the decade beyond. That is the focus of this exclusive conversation with Tom Naratil, President Americas and Co-Head Global Wealth Management for UBS. Host: Anthony Pastore

13mins

26 Nov 2019

Rank #4

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Top of the Morning: 'Take tax refund data with a grain of SALT'

As taxpayers begin to receive their tax refunds or have completed payments to the IRS, 2019 has shown that changes have been felt by the American taxpayer. Featured is Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Nash WedderburnAs a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

11mins

8 May 2019

Rank #5

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Top of the Morning: 'The Week in Review and Preview'

It's Friday morning and that means it's time for the week in review and preview. We recap this week's key market moving events and preview what you can expect in the week ahead. Featured is Senior Fixed Income Strategist Americas from the UBS Chief Investment Office, Frank Sileo. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC

13mins

18 Jan 2019

Rank #6

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UBS On-Air: 'Navigating the COVID-19 outbreak and market implications'

The COVID-19 outbreak continues to impact the economy and trigger extreme market volatility. Join this special webcast featuring Dr. Julie Gerberding, Executive Vice President and Chief Patient Officer at Merck (formerly Director of the Centers for Disease Control (CDC) from 2002 to 2009), Mike Ryan, Chief Investment Officer for UBS and other members of the Chief Investment Office as they discuss COVID-19.

1hr

26 Mar 2020

Rank #7

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Top of the Morning: 'Fixed Income Strategist: Is there room to run?'

Today we turn our focus to fixed income as we will examine what has been behind the outperformance of the asset class, the US Treasury market, where we are headed from here, where opportunities exist and more. Featured is Senior Fixed Income Strategist, Americas, Leslie Falconio, from the UBS Chief Investment Office. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC

11mins

12 Mar 2019

Rank #8

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UBS On-Air: 'Coronavirus and Small Business Lending'

The Coronavirus is having significant implications for small businesses, the backbone of our economy. Businesses that were vibrant and healthy just a few weeks ago now suddenly are facing odds like they never have before and access to liquidity has become increasingly important. In this podcast, James Jack, the Head of the Business Owners Client Segment for UBS Wealth Management USA, interviews Barry Sloane, CEO of Newtek Business Services LLC, about small business lending, insurance and the upcoming relief programs for small businesses.

17mins

26 Mar 2020

Rank #9

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Top of the Morning: 'Year Ahead 2020: The Year of Choices'

As we approach the year ahead we think about what the investment landscape might look like. Today we examine how the outcomes of several widely followed macro catalysts might influence market behavior in 2020 and how to position your portfolio accordingly. Plus, we will highlight some notable trends to monitor over the next decade and provide guidance around having the right kind of financial plan in place. Featured is Chief Investment Officer Americas, from the UBS Chief Investment Office, Mike Ryan. Host: Daniel CassidyUBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

19mins

19 Nov 2019

Rank #10

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Top of the Morning: 'The week in review and preview'

Today we recap the week that was, including new records for equity markets, a busy macro-data calendar, notable trade progress, the beginnings of the Q4 earnings season and more. Plus, a preview of what you can expect in the week ahead. Featured is Matt Tormey, Associate Equity Strategist, UBS Chief Investment Office. Host: Daniel Cassidy

11mins

17 Jan 2020

Rank #11

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UBS On-Air: 'How should I be positioned?'

"How should I be positioned" is a podcast series that explores the UBS House View recommendations vs. those of our colleagues from asset management firms within the UBS Research Advisory Board. The UBS Research Advisory Board seeks to leverage partnerships to focus top thought leaders on the day's most critical questions and to share their differentiated guidance with UBS Financial Advisors and clients. Today's face-off pairs Jason Draho, Head of Asset Allocation Americas, Chief Investment Office at UBS and Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team from JPMorgan Asset Management, and member of the UBS RAB. Host: Daniel Cassidy. This presentation is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. The views and opinions expressed may not be those of UBS Financial Services Inc. UBS Financial Services Inc. does not verify and does not guarantee the accuracy or completeness of the information presented. Cohen & Steers and UBS Financial Services Inc. are not affiliated. As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

24mins

25 Jun 2019

Rank #12

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Top of the Morning: 'CIO Strategy Snapshot'

Today we bring you up to speed on some notable developments which have occurred over the past few days and how markets here in the US are responding. My guests and I also touch on what to look out for in the week ahead, including the start of corporate reporting and labor market-related data. Plus, some thoughts on portfolio positioning following last week's equity rally. Featured are Head of Asset Allocation Americas, Jason Draho and Senior Equity Strategist Americas, David Lefkowitz, from the UBS Chief Investment Office. Host: Daniel Cassidy

15mins

13 Apr 2020

Rank #13

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UBS On-Air: 'POTUS 45: Is the Mueller report a market risk?'

We discuss the most recent developments and next-steps involving Special Counsel Robert Mueller's investigation into President Trump, as well as the associated implications to the markets and portfolios. Featured are Investment Strategist Americas from the UBS Chief Investment Office, Justin Waring, and Head of the UBS US Office of Public Policy, John Savercool.As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

12mins

25 Mar 2019

Rank #14

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UBS On-Air: 'Sustainable Investing Exchange: Part 1 - SI is Good Business'

Welcome to the Sustainable Investing Exchange, a podcast series dedicated to sharing industry insights on implementing a sustainable strategy. Each episode will feature a UBS leader in sustainability alongside an industry authority from one of our leading asset management partners. The series will build progressively, with each episode going a bit deeper than the previous. For our first podcast in this series, we will discuss how sustainable investing is good business. Why is there such a heavy focus on SI now? Why is it becoming the investing elephant in the room? How has the space changed over the course of the last decade? Our guests: Casey Jojic, Head of Sustainable Investing Solutions for UBS WM USA and David Gordon, Director of the Eaton Advisor Institute. Host: Anthony Pastore. This presentation is for informational and educational purposes only and should not be relied upon as investment advice or the basis for making any investment decisions. The views and opinions expressed may not be those of UBS Financial Services Inc. UBS Financial Services Inc. does not verify and does not guarantee the accuracy or completeness of the information presented.Eaton Vance and UBS Financial Services Inc. are not affiliated.As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

18mins

21 Mar 2019

Rank #15

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Top of the Morning: 'Investment strategy insights for the week ahead'

As we begin the new week, we will touch on the conclusion of the Q4 reporting season, interpret what recent data is telling us, preview what you need to know and discuss how you should be positioned accordingly. Featured is David Lefkowitz, Senior Equity Strategist Americas, from the UBS Chief Investment Office. Host: Daniel Cassidy

16mins

10 Feb 2020

Rank #16

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UBS On-Air: 'Was 2019 better than we think?'

Should investors take initial economic data releases at face value? Today we dive into what economic data revisions are, what they tell us and why they should be more closely followed by investors. Featured is Chief Economist for UBS Global Wealth Management, Paul Donovan. Host: Daniel Cassidy

11mins

20 Dec 2019

Rank #17

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Special Client Call: US-China trade dispute

Mike Ryan, Chief Investment Officer Americas and John Savercool, Head of the US Office of Public Policy, join for a special conversation on trade and market volatility.As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

39mins

10 May 2019

Rank #18

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UBS On-Air: 'Investment Strategy Podcast - Budgeting 101: Back to the basics'

A conversation on the importance of embracing and implementing budgeting practices early on. Featured are Justin Waring, Investment Strategist Americas and Ainsley Carbone, Total Wealth Strategist Americas, UBS Chief Investment Office.

14mins

18 Jul 2019

Rank #19

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UBS On-Air: 'Washington Weekly Podcast'

Welcome to another edition of the Washington Weekly podcast -- an in-depth look at what's occurring within the beltway and beyond. Today: The latest on trade negotiations, retirement savings legislation, an immigration proposal, an update on Decision 2020 and more. Today's Guest: Shane Lieberman from the UBS U.S. Office of Public Policy. Host: Daniel Cassidy As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC.

15mins

17 May 2019

Rank #20