

UBS On-Air: Conversations
Client Strategy Office
UBS On-Air: Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere
Episodes
Mentioned books

Feb 22, 2021 • 24min
Sustainable Investing Perspectives: Investing in equality, diversity and climate change
Our conversation today will focus on how to approach investing in context to climate change, as well as equality and diversity and the factors behind the growing momentum and investor interest in these areas. We will also touch on the recent energy rally and the implications of that to sustainable investing. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, and Kristin Hull, Founder, CEO and CIO, Nia Impact Capital. Host: Daniel Cassidy

Feb 15, 2021 • 25min
Meet the Athletes and Entertainers client segment
Explore the financial goals and ambitions of athletes and entertainers, and learn about how UBS serves this unique client segment. Featured is Wale Ogunleye, Head of the Athletes and Entertainers client segment, UBS Client Strategist Office. Host: Daniel Cassidy

Feb 11, 2021 • 24min
Sustainable Investing Perspectives: Key trends in sustainable finance
We discuss several key trends within sustainable finance to watch out for in 2021, as outlined within the UBS Davos Whitepaper. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, and Bruno Bertocci, Head of Sustainable Equities, UBS Asset Management. Host: Daniel Cassidy

Feb 11, 2021 • 24min
COVID-19 vaccine deployment and healthcare opportunities
We do a deep dive on COVID-19 and opportunities in the Healthcare sector. Our conversation covers everything from vaccines and where we stand today, to investment opportunities, and most importantly when will this all be over. Featured are Tom Digenan, Lead Equity Investment Specialist, and Matt Konosky, Lead Portfolio Manager for Healthcare and Biotech portfolios, UBS Asset Management. Host: Daniel Cassidy

Jan 29, 2021 • 11min
UBS Investor Sentiment: Investing after the inauguration
Our conversation today will focus on the latest UBS Investor Sentiment Survey, and we will cover how investors feel about the direction of both the economy and financial markets, along with the election results, investing in a sustainable manner and the environment for business owners. Featured is Dani Scherl, Global Thought Leadership Analyst, UBS Client Strategy Office. Host: Daniel Cassidy
Sustainable investing strategies aim to incorporate environmental, social and governance ESG considerations into investment process and portfolio construction. Strategies across geographies and styles approach ESG analysis and incorporate the findings in a variety of ways. The returns on portfolios consisting primarily of sustainable investments may be lower or higher than portfolios where ESG factors, exclusions, or other sustainability issues are not considered, and the investment opportunities available to such portfolios may also differ.

Jan 28, 2021 • 26min
Sustainable Investing Perspectives: 2021 themes and expectations
A look at what 2021 has in store for the Sustainable Investing space, the implications of the US election to green initiatives and more. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, and Dan Roarty, Chief Investment Officer for Sustainable Thematic Equities for AllianceBernstein (AB). Dan is also a member of the UBS Research Advisory Board. Host: Daniel Cassidy

Jan 21, 2021 • 16min
Top of the Morning: 2021 Retirement Planning Guide
Our conversation today will focus on what is new in 2021 with respect to retirement planning, and what to be mindful of as you map out and manage both your retirement and estate plan. Featured is Ainsley Carbone, Total Wealth Strategist for the Americas, UBS Chief Investment Office. Host: Daniel Cassidy

Jan 11, 2021 • 15min
Fiscal relief for small businesses: What is available and what is to come
Our conversation today will walk you through the fiscal relief currently available for small business owners, along with the likely additional measures expected to materialize over the next few months. We also touch on how the composition of government will impact the scope and scale of fiscal relief. Featured is James Jack, Head of the Small Business Owner Client Segment, UBS Client Strategy Office. Host: Daniel Cassidy