Brad Bernstein

In this discussion, Brad Bernstein, Managing Director at UBS Private Wealth Management, and Ethan Devitt, Chief Global Market Strategist at Moneta Group Investment Advisors, analyze the upcoming U.S. reciprocal tariffs and their potential to spark market volatility. They dive into the effects on emerging markets, particularly in Asia, stressing the importance of diversified portfolios in uncertain times. Insights include navigating recent financial trends and anticipating a cautious but optimistic outlook for the U.S. economy amid tariff implications.

Rachel Minyoung Lee, a Senior Fellow at the Stimson Center, discusses the political repercussions of Lee Jae-myung's election in South Korea, focusing on anticipated reforms and foreign policy shifts amidst a divided political climate. Brad Bernstein, Managing Director at UBS, shares insights on the resilience of the U.S. labor market, highlighting unexpected job growth and its implications for the Federal Reserve's strategy in the face of trade tensions. Both guests explore how these developments impact the global economy.

Ecaterina Bigos, CIO for Asia ex-Japan Core Investments at AXA Investment Managers, and Brad Bernstein, Managing Director at UBS Private Wealth Management, dive into the ramifications of the changing political landscape on Asia-Pacific markets. They explore challenges in China's economy, the impact of U.S. monetary policies on global markets, and evolving investment strategies in a volatile bond market. They also highlight the urgency of decarbonization, emerging opportunities in equity markets, and the influence of potential policy shifts on future sector trends.