Alberto Rojas
Senior Emerging Market Strategist within the UBS Chief Investment Office, providing macro and positioning analysis for emerging markets, with expertise in equities, fixed income and currencies.
Best podcasts with Alberto Rojas
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11 snips
Dec 2, 2025 • 13min
Top of the Morning: Emerging Markets - Where luck meets skill
Alberto Rojas, Senior Emerging Market Strategist at UBS, shares his insights on navigating emerging markets. He discusses how luck and skill intertwine in this dynamic sector, emphasizing the impact of external conditions and effective policies. Rojas predicts resilient GDP growth, manageable inflation in emerging markets, and highlights favored equities such as those in China and India. He also recommends focusing on strong sovereigns in fixed income and high-yield currencies like the real and peso for optimal earnings.
Oct 28, 2025 • 14min
Top of the Morning: Venezuela - Visualizing the day after tomorrow
Alejo Czerwonko is the Chief Investment Officer for Emerging Markets Americas at UBS and Alberto Rojas is a Senior Emerging Markets Strategist, both offering insights into Venezuela's complex economic landscape. They discuss the potential for recovery in Venezuela, highlighting its vast oil reserves and low extraction costs. The duo explores how improvements could positively impact neighboring economies and migration issues. They also analyze the outlook for Venezuelan financial assets, tackling deep challenges like sovereign debt restructuring.
