

CIO Global Livestream - New Year’s Portfolio Resolutions
Dec 14, 2023
UBS Chief Investment Office members, including Mark Haefele and Leslie Falconio, discuss their New Year's portfolio resolutions for 2024. Topics covered include the Fed's predictions for slowing growth, concerns over US debt and Treasury market impact, the Federal Reserve's dual mandate and inflation trends, outlook for emerging market stocks and debt in 2024, and monitoring American consumer spending and New Year's resolutions.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Concerns over US Debt and Treasury Market Impact
03:50 • 14min
Federal Reserve's Dual Mandate and Inflation Trends
17:29 • 4min
Outlook for Emerging Market Stocks and Debt in 2024
21:40 • 4min
Monitoring American Consumer Spending and New Year's Resolutions
25:35 • 2min