The Petika Wealth Management Group Podcast
Discussion of relevant topics in today's market environment as well as interviews with local business leaders.
UBS Advisor Podcasts
Real Estate Sector Rundown: Latest Market Trends & Insights
On this episode of the Petika Wealth Management Group Podcast, we dive into the real estate sector and break down key market trends, interest rate impacts, and investment opportunities that could shape the future of real estate equities. Joining us on the episode is Jonathan Woloshin, Real Estate & Lodging Analyst, UBS Global Wealth Management Chief Investment Office.
The Year Ahead (2025)
On this episode of the Petika Wealth Management Group Podcast, we dive into the key trends, challenges, and opportunities shaping the stock market and economy in the year ahead. From interest rate policies and inflation to global economic shifts and sector-specific outlooks, we break down what investors and business should anticipate. Joining us to discuss these topics is David Lefkowitz, CFA, Head of US Equities in CIO Global Wealth Management.
Direct Indexing: Exploring the Benefits for your Portfolio
On this episode of the Petika Wealth Management Group Podcast, we hosted Sebastian Mainegra who is an Executive Director with UBS Asset Management. He leads a team of investment strategists focused on a variety of topics ranging from asset allocation, multi-asset investing, portfolio construction, and most relevant for this discussion, tax management and direct indexing. On this episode, we discuss what direct indexing is and why it has become so popular in our industry today.
Consumer Pulse Check: Unpacking the Health of Today's Consumer
On this episode of the Petika Wealth Management Group Podcast, we hosted Sunny Mehra, UBS CIO Equity Strategist - US Consumer. During our discussion, we covered several topics including: the health of the consumer and how their buying habits have changed, global supply chain challenges, advances in technology that are shaping the future of the consumer staples sector, and where long term investors should be focusing their attention.
The Case for Fixed Income
On this episode of the Petika Wealth Management Group Podcast, we hosted Anthony Liotti, Managing Director and Head of Fixed Income Sales for UBS. During our discussion, we covered several topics including: How should we be positioned within fixed income? How has fixed income performed this year? What would be the impact of interest rate cuts? Should we be repositioning cash and money market holdings?
