UBS On-Air: Market Moves House Call: Talking Equity Markets with UBS Asset Management
Nov 29, 2023
Jeremy Zirin, Senior Portfolio Manager, and Dominic Schagar, Lead Equity Investment Specialist at UBS Asset Management talk about recent equity market performance, earnings outlook, price action, potential winners in a decelerating inflation environment, and the outlook for interest rates and market opportunities.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 5min
Discussion on Earnings Outlook and Concerns for the Economy
04:46 • 2min
Analysis of Price Action and Outlook for Equity Markets
07:09 • 4min
Outlook for Equity Markets, Potential Winners in a Decelerating Inflation Environment
10:47 • 2min
Analyzing the Outlook for Interest Rates and Market Opportunities
12:37 • 3min