In this episode, we are joined by Jonathan Woloshin, CFA, Real Estate & Lodging Analyst Americas, UBS Global Wealth Management Chief Investment Office. During our discussion, we answer several burning questions in the real estate market including: What is the impact of affordability concerns with mortgage rates at multi-decade highs? Will supply and demand dynamics in housing balance out anytime soon? Will home prices head higher or lower in 2024? Is the worst yet to come for commercial real estate? Where could we see the best opportunities in real estate right now ..read more

On this episode, we provide an economic and market update as John Petika Sr. has a discussion with our guest speaker, Mike Ryan, Divisional Vice Chairman for UBS Global Wealth Management. Mike has led over 50 US-based investment professionals as Chief Investment Officer Americas for UBS Global Wealth Management and served on the Global Investment Committee, which is responsible for formulating the UBS Global Wealth Management Investment House View. With more than 35 years of experience in the financial industry, he is widely recognized as a leading market expert ..read more

On this call, we welcomed, Joseph Cavatoni, Market Strategist for the World Gold Council, who joined us for a discussion on gold and precious metals. Gold and silver have been monetary standards for thousands of years and in times of market uncertainty, gold may act as a hedge against traditional investment products. In this call, we discussed the history of gold and how precious metals can be a hedge against inflation, play a stabilizing role in a portfolio and protect against US dollar weakness ..read more

In this episode, we have a conversation with John Savercool, Senior Lobbyist and Managing Director of UBS Americas, who will be providing an update on major public policy and political developments in Washington including the debt ceiling discussions and the recent developments in the 2024 presidential election ..read more

In this episode, we discuss the recent events affecting the banking sector and the market as John Petika Sr. has a conversation with Bradley Ball, UBS CIO Equity Strategist US Financials. During this call, we will provide clarity on the events that transpired and what the ramifications are moving forward within the banking sector ..read more

In this episode, we have a discussion with Anthony Liotti, Head of Fixed Income Advisory Specialist and Managing Director, as we discuss his thoughts on the fixed income market. With rising interest rates and increased market volatility, fixed income investments have become increasing relevant and we will discuss how to position your portfolio with these fixed income investments ..read more

In this episode, John Petika Sr., Senior Portfolio Manager & Senior Vice President of Wealth Management discusses his thoughts on the markets and economy for the year ahead and how to position your portfolio for success in the new year ..read more

On this episode we welcome, Steven Fisher from UBS Investment Research who specializes in Manufacturing, Engineering, Construction and Industrials as we discuss the current state of the U.S. power grid and how it is developing for the future. Some key topics we will discuss are: What are the challenges facing our national power grid? Is our grid at risk from outside threats (cyber, environmental, etc.)? How is the U.S. working to modernize the grid? What are the potential future opportunities regarding the grid ..read more

In this episode, we speak with John Savercool, Senior Lobbyist and Managing Director of UBS Americas, who will be providing an update on major public policy and political developments in Washington including the mid-term elections. We will also discuss legislative issues and debates that are shaping Washington with a focus on financial services, tax, and regulatory measures which impact UBS and our clients ..read more

Senior Portfolio Manager, John Petika Sr., shares our outlook on the market and thoughts as we head into the second half of the year ..read more