Afleveringen
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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.
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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.
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Zijn er afleveringen die ontbreken?
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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.
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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.
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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?
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On this episode, we welcome Kevin Dennean, CFA, Technology & Communications Analyst Americas, UBS Global Wealth Management for a discussion on artificial intelligence (AI). AI may become one of the most profound innovations and largest investment opportunities in human history. On this episode, we cover a range of topics including: Are we in an AI bubble? How will AI be monetized? What are the key risks to the AI narrative? What does AI mean for the economy and labor? How do we best position ourselves to invest in AI?
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On this episode, we provide an update on the US energy grid. We are joined by Jay Dobson, Energy & Utilities Analyst for UBS, to discuss several topics including: How will we handle the massive energy demand from the development of artificial intelligence? What is the current state of the energy grid? What are the investment opportunities within the sector? How will the upcoming election affect developments in the grid?
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On this episode, we provide an update on the current developments within the healthcare sector as John Petika Sr. has a conversation with Eric Potoker, Healthcare Sector Strategist, UBS Global Wealth Management Chief Investment Office. During this conversation, we share recent developments and advancements within healthcare, which healthcare sub-sectors are most intriguing, and why the UBS CIO has upgraded the sector from Neutral to Most Preferred.
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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?
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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.
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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.
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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.
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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.
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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.
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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.
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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?
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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.
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Senior Portfolio Manager, John Petika Sr., shares our outlook on the market and thoughts as we head into the second half of the year.
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We welcome our guest speaker, Michael Ryan, CFA, Divisional Vice Chairman for UBS Global Wealth Management, who has more than 35 years of experience in the financial industry and is widely recognized as a leading market expert. In his role as vice chairman, Mike focuses on engaging with UBS clients to help deepen their understanding of the macroeconomic, social, geopolitical and policy trends and how they impact both the short- and long-term investment outlook.
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As a Senior Strategist with Family Advisory and Philanthropy Services Americas, Liam works with families helping them understand their relationship with money, values and philanthropic intent. Focus is placed on the intersection of the five types of capital; human, intellectual, social, foundational and financial. Family Advisory and Philanthropy Services is a thought partner to Financial Advisors and exceptional client families supporting wealth transition, family governance, and philanthropy as families seek guidance in developing cohesive strategies to bridge generations and build legacy.
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