Wealth Management Americas
Top of the Morning: ‘Hedge Funds: 2024 Outlook & Positioning’17:16
Our conversation provides a performance update and outlook for hedge funds, along with a look at the investment case for hedge fund investing in the current environment. We also cover considerations when it comes to participating in the asset class. Featured is Sean Sanborn, Hedge Fund Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
CIO global livestream: Four things no great portfolio can do without32:24
Hear from members of the UBS Chief Investment Office, including Mark Haefele, David Lefkowitz, Rolf Ganter, and Crystal Zhao, as they share an economic and market outlook.
UBS On-Air: Paul Donovan Daily Audio 'More inflation fun'02:49
Yesterday’s US GDP revisions did not add much to investors’ stock of knowledge. The US consumer proved stronger than initially thought, as US consumers so often are. The market-based personal consumer expenditure deflator has slowed quite notably over recent quarters. What good old fashioned supply and demand is doing is creating a quite powerful disinflation story.
Top of the Morning: Which assets are better to use in retirement?18:23
Our conversation outlines considerations when it comes to earmarking assets for tax-efficient retirement spending, along with those for inheritance and philanthropy. Featured are Ainsley Carbone, Retirement Strategist Americas, and Justin Waring, Senior Total Wealth Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'GDP and TikTok'02:23
US fourth quarter GDP data is revised today. This does not give us a slightly less ill-informed picture of economic activity at the end of last year, but it is still likely to miss quite a lot that is going on in the economy. Economies are changing faster than statisticians, and things like home working and self-employment are challenges—to say nothing of recording the economic value of the latest TikTok meme. Early GDP numbers are inclined to underreport activity, although today’s data is unlikely to correct all of that underreporting.