House Call: Talking Equity Markets with UBS Asset Management

In this engaging discussion, Jeremy Zirin, a Senior Portfolio Manager at UBS Asset Management, shares insights on the performance of the US equity markets, highlighting impressive gains of over 25% for the S&P 500. He delves into the challenges posed by rising interest rates and their impact on sensitive sectors, while also discussing the risks of market concentration among top stocks. Additionally, Zirin evaluates how the upcoming administration's policies could shape market dynamics, balancing growth initiatives with potential trade and fiscal concerns.