Wealth Management Americas
UBS On-Air: Paul Donovan Daily Audio 'Adapting and (sort of) thriving'04:48
US President-elect Biden unveiled aspirations for roughly USD1.9tn of fiscal stimulus. The practical question is how much passes Congress (and how quickly, given US President Trump’s trial). Support for state governments and raising the minimum wage will be difficult. Increasing direct payments to US citizens may be easier.
Top of the Morning: Muni Markets - Turning the page11:17
Our conversation today will focus on the muni markets and the factors behind what as strong performance year for the asset class, along with what muni investors should be mindful of as we have entered into the early days of a new year, with a soon to be new government in place. We will cover the implications of the latter to muni investors, some portfolio themes to consider and more. Featured is Kathleen McNamara, Senior Municipal Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
UBS On-Air: Paul Donovan Daily Audio 'Snapshots of structural change'05:32
The ECB’s account of its December meeting is due, but this is not likely to excite investors that much. ECB President Lagarde is not shy about speaking in public, and the signals of where the ECB policy is going (i.e. nowhere) are very clear to investors.