cover of episode Top of the Morning: Emerging Markets - Opportunities in the second half

Top of the Morning: Emerging Markets - Opportunities in the second half

2024/6/27
logo of podcast UBS On-Air: Market Moves

UBS On-Air: Market Moves

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Shownotes Transcript

Our conversation revisits the emerging markets as we discuss how the asset class has evolved in recent years, performance expectations for the asset class through year-end, and considerations when it comes to portfolio positioning. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Officer. Host: Daniel Cassidy