How political shifts are reshaping sovereign investment strategies

Max Castelli, Head of Strategy for Sovereign Institutions at UBS Asset Management, and Phillipp Salman, Director of Strategy for Sovereign Institutions, delve into how political shifts are shaping sovereign investment strategies. They discuss the implications of Trump's policies and the U.S. dollar's future in a changing economic landscape. There's insightful chatter on AI's role in transforming markets, particularly regarding the Magnificent Seven stocks, and the need for diversification in investment portfolios as central banks respond to these dynamics.