UBS On-Air: Market Moves

Talking Markets ‘Equities edition’ with Melda Mergen (Columbia Threadneedle) & David Lefkowitz (UBS CIO)

Apr 10, 2024
Guest
David Lefkowitz
Global CIO for Equities at Columbia Threadneedle and Head of Equities Americas at UBS discuss US equities valuations, performance outlook, sector opportunities, and strategic positioning. Emphasis on high valuations of S&P 500, challenges like volatility, healthcare, energy sectors, and opportunities in emerging markets. Importance of long-term equity investment strategies.
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Episode notes
1
Introduction
00:00 • 4min
2
Navigating High Valuations and Sector Opportunities in Equities Market
03:49 • 15min
3
Analysis of Equity Capital, Manufacturing Sentiment, and Interest Rates for Small Caps
18:42 • 2min
4
Strategic Positioning in Emerging Markets
20:27 • 5min
5
Emphasizing Long-Term Equity Investment Strategies
25:56 • 4min