Jeff Hans
Senior Portfolio Manager for the House View Equity Portfolios at UBS Asset Management, providing portfolio-level views on equity markets and discussing drivers of market performance, valuation and sector themes.
Best podcasts with Jeff Hans
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19 snips
Oct 18, 2025 • 23min
House Call: Talking Equity Markets with UBS Asset Management
Jeff Hans, Senior Portfolio Manager at UBS Asset Management, shares his insights on US equity markets and the effects of Fed rate cuts. He discusses how gradual rate cuts can buoy stocks and highlights the value of diversifying into value stocks for growth potential. Jeff emphasizes the financial sector's appeal, citing banks' strong fundamentals and favorable regulatory conditions. He also explores the defensive advantages of value investing, focusing on dividend yields and reduced volatility. Overall, a deep dive into market dynamics awaits!
Jun 29, 2025 • 21min
House Call: Talking Equity Markets with UBS Asset Management
Join Jeff Hans, a Portfolio Manager at UBS Asset Management, as he dives into the recent performance of US equities. He discusses the tug-of-war between growth and value stocks, fueled by tech sector earnings. Jeff also shares intriguing insights from the latest investor conferences, highlighting stability in financials and the mixed outlook for consumer spending. With a cautious sense of optimism, he sheds light on the potential benefits of deregulation for mid-sized businesses, aiming to enhance market growth.
