Eric Fine

Eric Fine, an expert on emerging markets, and Natalia Gurushina, a specialist in reserve strategies, dive into the evolving landscape of global finance. They discuss how emerging market currencies are gradually challenging the dominance of the US dollar. The duo highlights investment opportunities in places like China and India, while also navigating complex bond markets. Additionally, they uncover the political risks affecting these economies and emphasize the significance of structural reforms and diversification in emerging market investments.

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.