UBS On-Air: Market Moves cover image

Macro Monthly Podcast with UBS Asset Management

UBS On-Air: Market Moves

00:00

Market Rotation and Small Cap Dynamics

This chapter delves into the recent rally of small cap stocks amidst a tech sell-off, examining the effects of decreasing interest rates on these companies. It also explores future market leadership expectations and strategies for portfolio positioning in a changing economic landscape.

Play episode from 08:34
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app