Jeremy Zirin

Jeremy Zirin, a Senior Portfolio Manager at UBS Asset Management, provides valuable insights on the performance and outlook for US equities. He discusses the recent rebound of the equity markets driven by strong economic data, despite consumer sentiment fluctuations. The conversation dives into the resilient consumer spending and the bullish view on artificial intelligence’s impact on the economy. Zirin also emphasizes the importance of diversifying investment strategies, particularly within the financial sector, amidst current economic uncertainties.

In this engaging discussion, Jeremy Zirin, a Senior Portfolio Manager at UBS Asset Management, shares insights on the performance of the US equity markets, highlighting impressive gains of over 25% for the S&P 500. He delves into the challenges posed by rising interest rates and their impact on sensitive sectors, while also discussing the risks of market concentration among top stocks. Additionally, Zirin evaluates how the upcoming administration's policies could shape market dynamics, balancing growth initiatives with potential trade and fiscal concerns.

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

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.

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.