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Top of the Morning: Emerging Market equities - Impacts of US trade policy
As US trade policy continues to evolve and uncertainty remains in the markets, Xingchen drops by the podcast to provide a performance update and outlook for Emerging Market equities. We also discuss the importance of portfolio diversification, and how conditions in 2025 have thus far reflected the importance of diversification. Featured is Xingchen Yu, Emerging Markets Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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By Client Strategy Office
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As US trade policy continues to evolve and uncertainty remains in the markets, Xingchen drops by the podcast to provide a performance update and outlook for Emerging Market equities. We also discuss the importance of portfolio diversification, and how conditions in 2025 have thus far reflected the importance of diversification. Featured is Xingchen Yu, Emerging Markets Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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