Solita Marcelli

Join Solita Marcelli, CIO Americas for UBS, and Henry McVey, KKR’s Head of Global Macro, as they dissect the market outlook for 2025 and beyond. They explore the balance of caution and optimism in a volatile landscape driven by U.S. productivity. The discussion highlights adaptive investment strategies amid geopolitical tensions and emphasizes opportunities in AI and infrastructure. Insights from their travels to regions like Mexico and China reveal key challenges and overlooked investments beyond major tech firms.

UBS On-Air: Market Moves presents a conversation with Solita Marcelli, CIO Americas of UBS, and Jeffrey Gundlach, CEO of DoubleLine. They discuss macroeconomic landscape, historical cycles, geopolitical dynamics in Ukraine and Israel, credit market landscape, navigating the tech bubble, and speculations on the upcoming elections and US role in global affairs.

Jason Chandler, Head of GWM Americas, Solita Marcelli, Chief Investment Officer Americas, and John Savercool, Head of the UBS US Office of Public Policy, delve into the recent presidential debate's impact. They analyze how candidate performances may sway undecided voters and shape the election's outcome. The discussion highlights market implications linked to different election scenarios, focusing on financial and energy sectors, and reviews foreign policy strategies. They also answer audience questions on managing investments during political shifts.