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House Call: Talking Equity Markets with UBS Asset Management

House Call: Talking Equity Markets with UBS Asset Management

UBS On-Air: Market Moves · Podcast owner

August 8, 202522m 50s

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Show Notes

Join Jeremy Zirin, Senior Portfolio Manager and Head of the Private Client US Equity Team with UBS Asset Management, as he shares a performance update for US equities at the midpoint of 2025. We also cover an outlook for the US economy, the ongoing impact of artificial intelligence to US equities, along with a look at equity sector themes. Host: Daniel Cassidy. Recorded on 25.07.24