Adam Scheiner
Senior Portfolio Manager, Private Client US Equity Team and Portfolio Manager on the UBS Tactical US Themes portfolio
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Oct 30, 2023 • 11min
House Call: Talking Equity Markets with UBS Asset Management
Adam Scheiner, Senior Portfolio Manager, and Dominic Schagar, Lead Equity Investment Specialist, discuss US equity market performance, thematic investing, corporate earnings, and the shift towards a 'made in America' theme with focus on infrastructure, energy security, and technology leadership.
