Top of the Morning: Resilience tested - Emerging markets navigate the energy shock
UBS On-Air: Market Moves · Podcast owner
March 27, 202614m 27s
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Show Notes
Emerging market bonds have held up well despite ongoing geopolitical tensions, while equities have been more exposed. We discuss the factors that are driving this divergence, and how investors should consider positioning in emerging markets given the current risks and opportunities. Featured is Alejo Czerwonko, CIO for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy