UBS On-Air: Market Moves Talking Markets: Year-Ahead edition with Steve Chiavarone of Federated Hermes
Dec 13, 2023
Steve Chiavarone, Head of Multi-Asset Solutions, Equity Strategist, and Senior Portfolio Manager with Federated Hermes, discusses his macro and market expectations for 2024, including the risks and headwinds facing markets. They explore topics such as the U.S. economy, rate cuts, allocation within fixed income, investing in quality and selective dividend payers, and non-US investment opportunities.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 5min
Expectations for Monetary Policy and the Market's Response
05:09 • 3min
Allocation Views and Fixed Income
08:19 • 2min
Investing in Quality and Selective Dividend Payers in Fixed Income and Equity Markets
10:21 • 2min
Analyzing Non-US Investment Opportunities and Emphasizing the Need for Humility and Patience
12:04 • 4min