
Top of the Morning: Emerging Markets - Back in the spotlight
UBS On-Air: Market Moves · Podcast owner
July 10, 202512m 34s
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Show Notes
Alejo rejoins in studio for a mid-year conversation on the Emerging Markets, including a recap of first-half performance drivers, expectations for the second-half, and thoughts on positioning across emerging market assets. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy