House Call: Talking Equity Markets with UBS Asset Management
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Join Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios and Head of the Private Client US Equity Team with UBS Asset Management, as he shares a performance update for US equities. Host: Dominic Schagar, Senior Equity Investment Specialist. Recorded on 18.0
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4 itemsHouse Call: Talking Equity Markets with UBS Asset Management
House Call: Talking Equity Markets with UBS Asset Management
The desk advocates for a cautious stance on the equity markets, reflecting concerns about escalating geopolitical tensions and economic data trends. Per the full note [source], recent volatility has primarily arisen from the Middle East conflict and unexpected shifts in fiscal and trade policies, compounded by softer economic indicators. This signals a potential headwind for U.S. equities, which may impact related currency pairs. With January's U.S. inflation rate slightly easing to 6% from 6.5%, the market's focus will likely shift to these economic signals as a precursor to the Fed's policy decisions.
House Call: Talking Equity Markets with UBS Asset Management
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