UBS On-Air: Market Moves

House Call: Talking Equity Markets with UBS Asset Management

Oct 30, 2023
Guest
Dominic Schagar
Guest
Adam Scheiner
Adam Scheiner, Senior Portfolio Manager, and Dominic Schagar, Lead Equity Investment Specialist, discuss US equity market performance, thematic investing, corporate earnings, and the shift towards a 'made in America' theme with focus on infrastructure, energy security, and technology leadership.
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Episode notes
1
Introduction
00:00 • 3min
2
Market analysis, corporate earnings, and thematic investing
02:36 • 5min
3
Transitioning from Resilience Spending to Made in America: Infrastructure, Energy, and Technology
07:38 • 3min