Dominic Schagar
Lead Equity Investment Specialist with UBS Asset Management
Top 5 podcasts with Dominic Schagar
Ranked by the Snipd community
Apr 30, 2024 • 17min
House Call: Talking Equity Markets with UBS Asset Management
Jeremy Zirin and Dominic Schagar from UBS Asset Management discuss recent equity market performance, rise in oil prices, impact of geopolitical tensions, analysis of earnings beat rates, market opportunities for long-term investors, stock positioning strategies, and UBS's balanced investment strategy
Mar 28, 2024 • 13min
House Call: Talking Equity Markets with UBS Asset Management
Jeremy Zirin and Dominic Schagar discuss the resilience of the US economy, inflation impacts on markets, AI strategies on earnings, and the semiconductor sector's performance.
Jan 30, 2024 • 16min
House Call: Talking Equity Markets with UBS Asset Management
Jeremy Zirin and Dominic Schagar of UBS Asset Management discuss factors influencing the equity markets in 2024, the relationship between policy rates and the economy, the outlook for corporate profits, credit trends and stock prices in the equity markets, and the risks to market valuations and potential entry points.
Nov 29, 2023 • 16min
House Call: Talking Equity Markets with UBS Asset Management
Jeremy Zirin, Senior Portfolio Manager, and Dominic Schagar, Lead Equity Investment Specialist at UBS Asset Management talk about recent equity market performance, earnings outlook, price action, potential winners in a decelerating inflation environment, and the outlook for interest rates and market opportunities.
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.
