2020 has been a banner year for US Information Technology, as well as an eventful one for the Communication Services sector. Today we reflect on what drove performance within these spaces, whether the momentum can continue, trends to be mindful of, how to position and more. Featured are Kevin Dennean, Information Technology and Communications Services Analyst Americas, and Reid Gilligan, Equity Associate Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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Top of the Morning: US Information Technology and Communications Services - The year ahead

The interminably tedious EU-UK divorce continues. Ignore anything politicians say about it today. That is all.

UBS On-Air: Paul Donovan Daily Audio 'Who ?wins? trade wars?'

Today we continue with our series of year ahead conversations and focus in on the US financials. We will cover the implications of the changing political climate in Washington, the trends within the space expected to evolve over the next decade, how to think about positioning within and more. Featured is Brad Ball, Financials Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Top of the Morning: US Financials - The year ahead

The Federal Reserve pledged to continue to supply liquidity as long as there is a need for liquidity. There was no attempt to push down longer-term interest rates?these are not limiting economic growth. The policy reinforces the idea that the Fed will not allow inflation to get out of hand. Printing money never creates inflation?it is printing too much money that creates inflation. If liquidity supply is driven by the needs of the economy, this should keep inflation in normal ranges.

UBS On-Air: Paul Donovan Daily Audio 'Proper policy from the Fed'

Today we continue with our series of year-ahead conversations, and will focus in on the US healthcare sector. Our conversation will cover a performance outlook for the space, the implications of an upcoming political shift in Washington, and trends expected to play out over the next decade. Plus, we will discuss the road ahead for COVID-19 vaccine development and distribution. Featured is Eric Potoker, Healthcare Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Top of the Morning: US Healthcare and vaccine deployment - The year ahead

Although 2020 has indeed been a difficult year in many respects, a bright spot has been the rising interest and growth momentum of sustainable investing. Today we will explore the factors at play that are driving investor interest, strategies to consider on how to approach, notable developments within the space around the world and more. Featured is Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Top of the Morning: Sustainable Investing - The momentum is growing

The US Federal Reserve is meeting. Markets seem to be getting excited without necessarily knowing why they are getting excited. Central banks are not designed to solve pandemics or (particularly) to deal with the structural changes of industrial revolutions. The phenomenally strong pace of business creation does not suggest significant constraints on US entrepreneurship.

UBS On-Air: Paul Donovan Daily Audio 'Fed fun (not really)'

Today we continue with our series of year-ahead conversations, and will focus in on the US Energy and MLP sectors. Our conversation will cover a performance outlook for these sectors, the implications of an upcoming political shift in Washington, trends expected to play out over the next decade and more. Featured are Nicki Decker, Energy Analyst Americas, and Jay Dobson, MLP and Utilities Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Top of the Morning: US Energy and MLPs - The year ahead

Today we continue with our series of year-ahead conversations, and will focus in on the US Industrials and Materials sectors. Our conversation will cover a performance outlook for these sectors, the implications of an upcoming political shift in Washington, trends expected to play out over the next decade and more. Featured is Adam Scheiner, Industrials and Materials Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Top of the Morning: US Industrials and Materials - The year ahead

European restrictions have been increasing?London is to be placed under stricter restrictions for three days, and the Netherlands is tightening its controls. However, the economic effects of restrictions should be proportionately less than in the first half of the year, as companies and consumers have learned to adapt.

UBS On-Air: Paul Donovan Daily Audio 'Producing and not producing'

In this latest CIO livestream titled ?New Year?s portfolio resolutions?, Mark Haefele, Global Chief Investment Officer, hosted CIO speakers from around the world to discuss on how to build a better financial future and to look at New Year's Resolutions for your portfolio.

UBS On-Air: UBS CIO Livestream Podcast

This time of year the thought of a New Year?s resolution enters into the minds of many. As we will soon turn the page on what was a challenging and unprecedent 2020, today we will discuss some New Year?s resolutions to consider for your portfolio in 2021. We will also touch on what vaccine deployment will mean for the economic recovery, the path forward for equity markets, as well as the importance of portfolio diversification for the year-ahead and beyond. Featured are Jason Draho, Head of Asset Allocation Americas, as well as David Lefkowitz, Head of Equities Americas, with the UBS Chief Investment Office. Host: Daniel Cassidy

Top of the Morning: CIO Strategy Snapshot - New Year?s portfolio resolutions

The interminably tedious EU-UK divorce continues as expected. There is nothing useful to say on the situation, but that will not stop politicians from saying things. Just ignore them.

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