Top of the Morning: Emerging markets - performance meets diversification

UBS On-Air: Market Moves
01/10/2025 11 min

Listen "Top of the Morning: Emerging markets - performance meets diversification"

Descargar episodio

Episode Synopsis

Alejo rejoins the podcast to discuss why the Fed’s current rate-cutting cycle is so important for emerging market investors. We then highlight compelling opportunities across emerging market equities, fixed income, and currencies. Plus, a review of key risks to consider. Featured is Alejo Czerwonko, CIO for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy

More episodes of the podcast UBS On-Air: Market Moves

Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 47) 08/10/2025
UBS On-Air: Paul Donovan Daily Audio 'How bouncy is the bounce back?' 08/10/2025
Across the Pond: Dream Home or Bubble Trouble? 07/10/2025
UBS On-Air: Paul Donovan Daily Audio 'French lettuce?' 07/10/2025
Top of the Morning: CIO Strategy Snapshot - What’s driving the markets? 06/10/2025
UBS On-Air: Paul Donovan Daily Audio 'Pro-growth policies?' 06/10/2025
Signal over Noise with Ulrike Hoffmann-Burchardi 06/10/2025
Navigating 529 Plans in New York and the Tri -State Area 04/10/2025
Top of the Morning: State of the U.S. economy & Fed monetary policy 03/10/2025
UBS On-Air: Paul Donovan Daily Audio 'Not employment report Friday' 03/10/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA