UBS On-Air: Market Moves

Talking Markets: Equities edition with Dan Suzuki of Richard Bernstein Advisors

Nov 20, 2023
Guest
Dan Suzuki
Dan Suzuki, Deputy Chief Investment Officer at Richard Bernstein Advisors, discusses the near-to-medium term outlook for the US economy and equity markets. Topics include the challenges of economic forecasting, the disconnect between corporate profits and the economy, sector preferences, and attractive regions outside of the US.
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Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
The Challenges of Economic Forecasting
02:22 • 10min
3
Disconnect between Corporate Profits and Economy
12:47 • 11min
4
Thoughts on Sector Preferences and Regions Outside of the US
23:17 • 3min
5
Wrapping up the episode and providing a disclaimer
26:45 • 2min