For this episode, we discuss the changing regime in the US and how we are organising our clients' investments to make the most of the post-pandemic economy, with Nicky Eggers (Head of Investments), Will Hobbs (Chief Investment Officer), and Jean-Paul Jaegers (Head of Asset Allocation).
Sep 18
#340 Emerging Markets: Room to run?
This week, Rob Mansell, Portfolio Manager, talks to Luke Pearce, Senior Multi-Asset Strategist, about all things emerging markets (EM). Can China’s rally continue? How have investors changed their approach to investing in EM compared to pre-pandemic? And how is the AI theme unfol ... Show More
17m 55s
Sep 2023
CIO House View Monthly Livestream (September)
Hear the current investment views, allocation recommendations and market outlook from the UBS Chief Investment Office. Featuring David Lefkowitz, Head of Equities Americas, and Tom McLoughlin, Head of Fixed Income Americas. Host: Anthony Pastore
34m 24s
Sep 2023
Top of the Morning: CIO Strategy Snapshot - UBS House View
We explain how the US economy has come into better balance and what that means for the markets and monetary policy, along with outline the latest asset allocation recommendations from the UBS Chief Investment Office. Featured is Jason Draho, Head of Asset Allocation Americas, UBS ... Show More
15m 38s