UBS On-Air: Market Moves

Open enrollment season is right around the corner, and for many employees, that means making decisions about healthcare, insurance, retirement savings, and other workplace benefits. But how much thought should we really put into those decisions each year? Ainsley Carbone, Retirement Strategist, and Justin Waring, Head of UBS Wealth Way Strategy & Solutions, both with the UBS Chief Investment Office Global Investment Management team, walk you through these considerations. Host: Daniel Cassidy

This month’s episode focuses on investing in global transitions, bringing together experts from UBS Global Wealth Management and AGF. Featured are Melissa Amler, Senior Sustainable & Impact Investing Platform Specialist with UBS Global Wealth Management, along with Martin Grosskopf, Portfolio Manager and Director Sustainable Investing at AGF.

Gulf states, meeting on the fringes of the United Nations gathering, have suggested peace talks between Iran and the US are not progressing. Markets are not, perhaps, too surprised to learn this. The Gulf states are indicating a long-term desire to cooperate with Iran and provide mutual security in the region. Such independence is important, as it might change the recycling of Gulf petrodollars into US-focused military procurement. That would have market implications.

With one source of uncertainty having been removed in the near-term, following last week’s Fed rate hike, there remain other risk factors on the minds of investors. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, outlines those risks, shares an outlook for monetary policy, and reviews the latest positioning recommendations from CIO. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Hear from members of the UBS Chief Investment Office fixed income team as they provide a performance and positioning update across fixed income sub-sectors. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, along with Senior Fixed Income Strategists’ Letty Zemaitis, Frank Sileo, Sudip Mukherjee, Barry McAlinden & Sangeeta Marfatia, Senior Closed-end Funds Strategist, from the UBS Chief Investment Office.