As the Q4 corporate reporting season continues, Matt updates us on how the results have been coming in across equity sectors. We also discuss recent performance of US equities, a near-term performance outlook, along with considerations when it comes to positioning within US equities. Featured is Matt Tormey, Equity Strategist Americas, UBS Chief Investment ... Show More
Today
Ahead of the curve with Ulrike Hoffmann-Burchardi
Tune in every Monday morning ahead of the New York opening bell as Ulrike Hoffmann-Burchardi, CIO Americas and Head of Global Equities for UBS Wealth Management, briefs you on the most important market drivers in the week ahead, along with opportunities beyond the consensus. This ... Show More
5m 21s
Feb 2025
Bracing for Nvidia's Q4 Earnings
On today’s episode, we preview Q4 earnings from Nvidia with Daniel Newman, CEO at the Futurum Group. Plus - a look at the broader market outlook with Daniel Lam, Head of Equity Strategy at Standard Chartered Wealth Solutions.See omnystudio.com/listener for privacy information.
16m 31s
Mar 2025
Talking Heads - US small caps: looking beyond the near-term uncertainties
After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Geoff Dailey, Head of US Equities, tells Chief Market Strategist Daniel Morris he expects the new US administration's focus on manufacturing in the US to boost market sentiment.
Fo ... Show More
10m 2s
Oct 2024
Oakmark’s Nygren Takes Private Equity Perspective
Financial stocks could see better earnings growth this quarter than analysts’ consensus, according to Bloomberg Intelligence’s macro model. In this episode of the Inside Active podcast, host David Cohne, BI mutual fund and active management analyst, along with co-host Gina Martin ... Show More
38m 52s