//podcastplus.net/feed/ubs-on-air~d0e0302a Top of the morning - UBS On-Air Sun, 23 Aug 2026 18:16:17 +0000 https://www.ubs.com/content/dam/podcasts/wma/200825-talking-trade.mp3 The US and China held talks on the phase one trade deal, which seem to have been positive. Markets have little expectation for a phase two trade deal, so this is a relief. The pattern seems to be of support for the trade deal, with more tensions over technology and the pandemic. Markets were expecting more hostile language ahead of the US election, so this is expected. Tue, 25 Aug 2020 07:36:49 +0000 https://www.ubs.com/content/dam/podcasts/wma/200825-talking-trade.mp3 https://www.ubs.com/content/dam/podcasts/wma/200824%20-%20UBS%20AM%20DTT%20Podcast_1.mp3 Digital transformation is becoming a buzz word. A closer look at today?s digital themes and how to harness them in a portfolio. Features Alexis Freyeisen, an Equity Investment Specialist with UBS Asset Management. Host: Daniel Cassidy Mon, 24 Aug 2020 22:37:03 +0000 https://www.ubs.com/content/dam/podcasts/wma/200824%20-%20UBS%20AM%20DTT%20Podcast_1.mp3 https://www.ubs.com/content/dam/podcasts/wma/200824%20-%20Top%20of%20the%20Morning.mp3 Today we turn our focus to the latest UBS House view and discuss the kind of impact that interest-rates and Fed policy have had to markets, what investors will be focused in on going forward and how to think about allocation. Featured are Jason Draho, Head of Asset Allocation Americas, and David Lefkowitz, Head of Equities Americas from the UBS Chief Investment Office. Host: Daniel Cassidy Mon, 24 Aug 2020 14:26:45 +0000 https://www.ubs.com/content/dam/podcasts/wma/200824%20-%20Top%20of%20the%20Morning.mp3 https://www.ubs.com/content/dam/podcasts/wma/200824%20-%20Evolution%20of%20Advice%20Final.mp3 In this podcast, learn how the wealth management industry has evolved from a transactional model towards an advice based model and the value of this transition to you as a client. Featured are Bonnie Park, Head of Wealth Planning and Rob Romano, Americas Head of Portfolio Advice. Host: Anthony Pastore Mon, 24 Aug 2020 13:50:39 +0000 https://www.ubs.com/content/dam/podcasts/wma/200824%20-%20Evolution%20of%20Advice%20Final.mp3 https://www.ubs.com/content/dam/podcasts/wma/200824-markets-ignore-complete-break-talk.mp3 Economists keep hitting "refresh" on the economic data calendar, but absolutely nothing of any interest is showing up. True, economic data is till so imprecise as to render it a very vague signpost of the future, but the absence of any information leaves markets subject to the randomness of political comment and tweets. Mon, 24 Aug 2020 07:27:50 +0000 https://www.ubs.com/content/dam/podcasts/wma/200824-markets-ignore-complete-break-talk.mp3 https://www.ubs.com/content/dam/podcasts/wma/200821%20-%20Top%20of%20the%20Morning.mp3 Today we recap the week that was, including developments on the 2020 campaign trail, insights from the Fed, reporting from retailers and more. Plus, we will preview what you expect in the week ahead. Featured is Matt Tormey, Associate Equity Strategist Americas from the UBS Chief Investment Office. Host: Griffin Marie Fri, 21 Aug 2020 15:31:41 +0000 https://www.ubs.com/content/dam/podcasts/wma/200821%20-%20Top%20of%20the%20Morning.mp3 https://www.ubs.com/content/dam/podcasts/wma/200821-reality-beats-sentiment-every-time.mp3 There are data releases today, but they are mainly business sentiment opinion polls. This data has economists rolling their eyes so hard that they risk injuring themselves. The track record of predicting reality during the pandemic has been less than perfect (British understatement), but information starved markets still give them more attention than they deserve. Fri, 21 Aug 2020 07:42:55 +0000 https://www.ubs.com/content/dam/podcasts/wma/200821-reality-beats-sentiment-every-time.mp3 https://www.ubs.com/content/dam/podcasts/wma/200820-kicking-the-can-down-the-road.mp3 The minutes of the July US Federal Reserve meeting were almost European in their nature ? there was a lot of kicking the can down the road. It reads like the FOMC wanted to go on holiday, and they would deal with forward guidance, the policy framework, etc. when they returned. Thu, 20 Aug 2020 06:46:05 +0000 https://www.ubs.com/content/dam/podcasts/wma/200820-kicking-the-can-down-the-road.mp3 https://www.ubs.com/content/dam/podcasts/wma/200820%20-%20Top%20of%20the%20Morning.mp3 We discuss the prospects for a less 'globalized' world in the wake of the COVID-19 pandemic, the potential impacts to emerging economies and associated investment themes. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy Wed, 19 Aug 2020 22:37:41 +0000 https://www.ubs.com/content/dam/podcasts/wma/200820%20-%20Top%20of%20the%20Morning.mp3 https://www.ubs.com/content/dam/podcasts/wma/200812%20-%20James%20Jack_2.mp3 It?s no secret that COVID-19 has materially impacted middle market Mergers and Acquisitions (M&A) activity, but what does it mean at the individual business?s valuation for small and medium sized businesses? To help answer that question, UBS On-Air and the UBS Business Owner Segment spoke with Michael Carter and Scott Gabehart, the CEO and Chief Valuation Officer respectively of BizEquity, a leader in online valuations for private businesses. Wed, 19 Aug 2020 15:31:16 +0000 https://www.ubs.com/content/dam/podcasts/wma/200812%20-%20James%20Jack_2.mp3