UBS On-Air: Conversations

Our conversation today will shed light on how to know when you have achieved financial freedom and the steps you can take in order to do so. Featured are Ainsley Carbone, Total Wealth Strategist Americas and Justin Waring, Investment Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

UBS Optimus Foundation Climate and Environment Strategy - A holistic approach to mitigating climate change by working with local communities and enhancing biodiversity conservation. This podcast takes a look at our strategy overall, and a deeper dive into a Collective focus on the mangroves in Southeast Asia. Featured are Hannah Wood, Program Director for the Environment portfolio with the UBS Optimus Foundation, and Julie Binder, Senior Strategist, Family Advisory and Philanthropy Services.

Our conversation today focuses in part on whether asset price inflation exists amongst green investments, the implications of the recent spike in bond yields to ESG-linked assets, what recent extreme weather events mean for sustainable investing and more. Featured are Amantia Muhedini, Sustainable Investing Strategist Americas, UBS Chief Investment Office, and Mitch Reznick, Head of Research and Sustainable Fixed Income International, Federated Hermes. Host: Daniel Cassidy

Emily Brunner, Senior Wealth Strategist, and Kristen Kostiw, Portfolio Strategist, discuss estate planning and investment strategies specific to female investors. To learn more, please reach out to your Financial Advisor for a copy of their whitepaper, “Matriarchs on the Rise”. UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability.

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

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

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

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

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.

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