Top of the Morning: Emerging markets - performance meets diversification
UBS On-Air: Market Moves · Podcast owner
October 1, 202511m 25s
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Show Notes
Alejo rejoins the podcast to discuss why the Fed’s current rate-cutting cycle is so important for emerging market investors. We then highlight compelling opportunities across emerging market equities, fixed income, and currencies. Plus, a review of key risks to consider. Featured is Alejo Czerwonko, CIO for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy