Mark Haefele, the Global Wealth Management Chief Investment Officer, teams up with Kiran Ganesh, Jason Draho, and Carolina Corvalan to dissect market dynamics. They dive into the implications of a potentially divided Congress on trade and tax policies. The conversation includes the Federal Reserve's recent rate cut and its impact on fixed income investments. They also discuss how electoral volatility affects market behavior and offer strategies for capital preservation amid changing interest rates and inflation pressures.

Mark Haefele, the Global Chief Investment Officer, dives into the recent market volatility and its root causes. He explains the importance of a long-term investment strategy amid sudden fluctuations. The conversation shifts to the unpredictable landscape of upcoming elections and their potential market implications. Haefele also discusses fixed income strategies in a divided government, emphasizing quality investments. Finally, he shares insights on navigating currency markets and the outlook for commodities like gold amidst economic shifts.

Guest Mark Haefele, CIO, discusses hedging strategies in Middle East tensions, implications of US foreign aid, US economy impact of geopolitical tensions, global equity outlook, tech sector resilience, positive UK equities outlook

UBS CIO members Mark Haefele, Paul Donovan, Mark Andersen, and Nadia Lovell provide insights into the current state of the markets, discuss inflation signals and economic read across, explore the risks of a weakening U.S. dollar and inflationary comeback, highlight early trends in the US earnings season and positive signs for the economy, and examine the perception of inflation and consumer behavior in the United States.

UBS Chief Investment Office members, including Mark Haefele and Leslie Falconio, discuss their New Year's portfolio resolutions for 2024. Topics covered include the Fed's predictions for slowing growth, concerns over US debt and Treasury market impact, the Federal Reserve's dual mandate and inflation trends, outlook for emerging market stocks and debt in 2024, and monitoring American consumer spending and New Year's resolutions.