Talking Markets: Year-Ahead edition with Steve Chiavarone of Federated Hermes
UBS On-Air: Market Moves
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Analyzing Non-US Investment Opportunities and Emphasizing the Need for Humility and Patience
Exploring the potential attractiveness of non-US regions for investment, particularly in emerging markets (EM), amidst the dollar softening and positive macro factors such as the Fed's interest rate stance and the US avoiding a recession. The chapter emphasizes the need for contrarian thinking and patient decision-making in navigating uncertain market conditions.
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