Top of the Morning: 'Georgia runoffs - market and policy implications'14:36
Our conversation today will touch on the outcome thus far of the Georgia runoff elections, and what that outcome means for the direction of policy and the markets, including the initial market response. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: ‘Washington Weekly Podcast - Veteran’s week, the Biden cabinet, vaccine deployment and more’ (External view)16:51
We check in with the UBS US Office of Public Policy to discuss the latest developments within the beltway and beyond. Our conversation today will focus on how our leaders have been honoring our veterans, the early makings of the Biden administration, where key congressional races stand, how the government plans to distribute COVID-19 vaccines and more. Featured is Shane Lieberman, Federal Affairs Manager, UBS US Office of Public Policy. Host: Daniel Cassidy. This interview contains views which originate from outside Chief Investment Office Global Wealth Management (CIO GWM). It is therefore possible that the interview does not fully reflect the views of CIO GWM.
Top of the Morning: ‘US election - Navigating the transition with thematic opportunities’13:06
Today we turn our focus back to thematic investing and discuss what the election outcome means for a variety of investment themes, spanning healthcare to technology to sustainability. Featured is Michelle Laliberte, Thematic Investing Associate Americas, UBS Chief Investment Office. Host: Daniel Cassidy