In this discussion, Eric Fine, Portfolio Manager and Head of Active EM Debt at VanEck, offers sharp insights on the interplay between U.S. inflation and Federal Reserve policies, highlighting investment prospects in emerging markets. UBS CEO Sergio Ermotti talks about the uncertain impact of global tariffs on the U.S. economy, emphasizing the ongoing challenges businesses face. They also touch on technological innovations in AI and robotics and the potential changes in market dynamics ahead of the annual UBS Disruptive Technology CEO Summit.
