Top of the Morning: Key messages and investment themes for 2025
From the original
Our series of year ahead conversations continue as Mike Gourd stops by the studio to outline the key messages and investment themes from the UBS Chief Investment Office that investors should be mindful of for 2025 (and beyond). Mike also introduces and explains the new Transforma
Related speeches
4 itemsTop of the Morning: CEO Macro Briefing - 12 questions ahead of 2025
Lead — Paul Hsiao's insights in the CEO Macro Briefing suggest that the economic landscape for 2025 is evolving with declining inflation despite consumer pessimism. Per the full note [source], Hsiao emphasizes that while consumers feel disheartened, indicators like inflation are showing signs of moderation, which could influence market dynamics positively. Traders should note how this sets a backdrop for potential shifts in FX trends as business confidence plays a critical role in currency movements. The backdrop of the recent U.S. elections adds further complexity to how markets perceive the economic outlook going into 2025.
Top of the Morning: Emerging Markets in the Roaring 20s
More from UBS ON AIR
5 items- UBS ON AIR
Top of the Morning: CEO Macro Briefing Book - Insights on AI
- UBS ON AIR
UBS On-Air: Paul Donovan Daily Audio 'D-day or Light Brigade?'
- UBS ON AIR
UBS On-Air: Paul Donovan Daily Audio 'Canada, Iran, and US affordability'
- UBS ON AIR
Signal over Noise: Navigating Scylla and Charybdis at Jackson Hole