UBS On-Air: Market Moves House Call: Talking Equity Markets with UBS Asset Management
Jan 30, 2024
Jeremy Zirin and Dominic Schagar of UBS Asset Management discuss factors influencing the equity markets in 2024, the relationship between policy rates and the economy, the outlook for corporate profits, credit trends and stock prices in the equity markets, and the risks to market valuations and potential entry points.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Current State of Policy Rates and Impact on Economy
04:20 • 5min
Outlook for corporate profits and current earnings season
09:20 • 2min
Analyzing Credit Trends, Loan Growth, and Stock Prices in the Equity Markets
11:37 • 2min
Risks to Market Valuations and Potential Entry Points
14:01 • 2min