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Listen now to the podcast from the Asset Management and Investors Council (AMIC), ICMA's dedicated forum advocating the interests of buy-side members, including asset managers, institutional investors, private banks, pension funds, and insurance companies, among others. Returning for this episode are industry experts, Bob Parker, former Chairman of AMIC and Senior Adviser to ICMA, alongside Massimiliano Castelli, PhD MSc, Managing Director and Head of Strategy & Advice at UBS Asset Management, who also serves as the Co-Chair of the AMIC Executive Committee. In this podcast, recorded on 7th May 2025, the team discussed: The evolving US tariff policy and how these policies may affect the economies of the US and its major trading partners. How might other Governments react? Whether the independence of the US Federal Reserve is under threat Implications for foreign demand for US Treasuries and whether the turmoil could persuade investors to increasingly shift allocations outside the US If you have questions or topics that you would like our guests to address in future episodes, please feel free to get in contact via email: AMIC@icmagroup.org. Learn more about AMIC: https://www.icmagroup.org/market-practice-and-regulatory-policy/asset-management/
Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist.
Hear from top portfolio managers and business heads from UBS Asset Management's Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space. Recorded on 04.17.25
Listen now to the podcast from the Asset Management and Investors Council (AMIC), ICMA's dedicated forum advocating the interests of buy-side members, including asset managers, institutional investors, private banks, pension funds, and insurance companies, among others. Returning for this episode are industry experts, Bob Parker, former Chairman of AMIC and Senior Adviser to ICMA, alongside Massimiliano Castelli, PhD MSc, Managing Director and Head of Strategy & Advice at UBS Asset Management, who also serves as the Co-Chair of the AMIC Executive Committee. In this podcast, recorded on 26th March 2025, the team discussed: · Given the deep twin sell off in the US dollar and equities, is the American exceptionalism trade over? · Following the dramatic changes to German fiscal policy announced during early March. Is this the herald of a European Renaissance? · “What's progress on the Capital Markets Union and the Savings and Investment Union? Is Europe finally going to deliver on financial market integration?” If you have questions or topics that you would like our guests to address in future episodes, please feel free to get in contact via email: AMIC@icmagroup.org. Learn more about AMIC: https://www.icmagroup.org/market-practice-and-regulatory-policy/asset-management/
Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist.
Tune in monthly to hear from UBS Asset Management's multi-asset team for thoughts on the global macro environment, and markets.
Hear from top portfolio managers and business heads from UBS Asset Management's Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space. Recorded on 03.12.25
Max Castelli, head of strategy for sovereign institutions, and Phillip Salman, director of strategy for sovereign institutions at UBS Asset Management, join Yara Aziz, economist at OMFIF, to discuss how sovereign investors are adapting their strategies for 2025. They explore US President Trump's policies, the outlook for the dollar and the impact of artificial intelligence on the future of the Magnificent Seven stocks.
Listen now to the podcast from the Asset Management and Investors Council (AMIC), ICMA's dedicated forum advocating the interests of buy-side members, including asset managers, institutional investors, private banks, pension funds, and insurance companies, among others. Returning for this episode are industry experts, Bob Parker, former Chairman of AMIC and Senior Adviser to ICMA, alongside Massimiliano Castelli, PhD MSc, Managing Director and Head of Strategy & Advice at UBS Asset Management, who also serves as the Co-Chair of the AMIC Executive Committee. In this podcast, recorded on 25th February 2025, the team discussed: Following the general election result in Germany, what is the outlook for the German economy, and what is the knock-on effect for the Eurozone and the ECB . Update on US economic policy under the new Trump administration. Government and Fed policy. What's changed in China? In the near term what do you see as the major risk factors to capital markets, and what about potential market volatility. If you have questions or topics that you would like our guests to address in future episodes, please feel free to get in contact via email: AMIC@icmagroup.org. Learn more about AMIC: https://www.icmagroup.org/market-practice-and-regulatory-policy/asset-management/
Hear from top portfolio managers and business heads from UBS Asset Management's Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.
Tune in monthly to hear from UBS Asset Management's multi-asset team for thoughts on the global macro environment, and markets.
Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team. Host: Daniel Cassidy
Tune in monthly to hear from UBS Asset Management's multi-asset team for thoughts on the global macro environment, and markets.
Hear from top portfolio managers and business heads from UBS Asset Management's Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.
Listen now to the podcast from the Asset Management and Investors Council (AMIC), ICMA's dedicated forum advocating the interests of buy-side members, including asset managers, institutional investors, private banks, pension funds, and insurance companies, among others. Returning for this episode are industry experts, Bob Parker, former Chairman of AMIC and Senior Adviser to ICMA, alongside Massimiliano Castelli, PhD MSc, Managing Director and Head of Strategy & Advice at UBS Asset Management, who also serves as the Co-Chair of the AMIC Executive Committee. In this podcast, recorded on 10th January 2025, the team discussed: · How investors are handling the uncertainty of the policies of the incoming Trump administration. Are markets starting to discount potential policy changes? · Can China achieve 5% growth, and can deflation be curbed? · Expectations of Fed rate cuts. How other Central banks and notably the ECB might diverge from the Fed? · Why bond yields have increased · The status of budget problems in France and Spain. Will a new Government in Germany disrupt the Eurozone markets? · Valuations in US equity markets. Is there evidence of any "bubbles" in markets? If you have questions or topics that you would like our guests to address in future episodes, please feel free to get in contact via email: AMIC@icmagroup.org. Learn more about AMIC: https://www.icmagroup.org/market-practice-and-regulatory-policy/asset-management/
Hear from top portfolio managers and business heads from UBS Asset Management's Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.
We explore the most recent edition of UBS Asset Management’s flagship thought-leadership paper, ‘The Red Thread’, which is focused on diversification. Long a central tenet of investment theory, many assumptions about the strategy have been tested of late due to the dominance of the so-called “Magnificent Seven” tech companies. Our panel is Barry Gill, UBS Asset Management’s head of investments, Michele Gambera, head of strategic asset allocation, and Lucy Thomas, head of sustainable investing and impact.See omnystudio.com/listener for privacy information.
Tune in monthly to hear from UBS Asset Management's multi-asset team for thoughts on the global macro environment, and markets.
Mark Sobel, US Chair, OMFIF, speaks with Max Castelli, head of strategy, sovereign institutions, UBS Asset Management, on the role of the US dollar and the various dedollarisation scenarios. They discuss significance of Saudi Arabia's decision to join the mBridge multi-currency CBDC platform and the potential implications for the incumbent USD-based financial system.
In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investment at Netwealth, is joined by Tim Van Klaveren, Head of Australian Fixed Income at UBS Asset Management. They discuss macroeconomic factors impacting fixed-income markets, including the global shift towards more accommodative monetary policy following a period of high inflation, the complexities of managing fixed-income portfolios in this environment, and the potential implications for various bond market segments. Van Klaveren offers his outlook on interest rate movements, and they discuss APRA's regulatory changes regarding tier one securities and what these mean for a diversified portfolio, as well as the impact of global trends, including the US election and China's stimulus measures, on fixed income investments.
Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist.
Listen now to the podcast from the Asset Management and Investors Council (AMIC), ICMA's dedicated forum advocating the interests of buy-side members, including asset managers, institutional investors, private banks, pension funds, and insurance companies, among others. Returning for this episode are industry experts, Bob Parker, former Chairman of AMIC and Senior Adviser to ICMA, alongside Massimiliano Castelli, PhD MSc, Managing Director and Head of Strategy & Advice at UBS Asset Management, who also serves as the Co-Chair of the AMIC Executive Committee. In this podcast, recorded on 22nd November, the team discussed the implications for geopolitics and markets following the election victory of Donal Trump's Republican party in early November. Domestically, how might the policies he is believed to want to pursue affect the US economy and the markets? Does his agenda of import tariffs (especially upon China) signal that inflation will persist and perhaps worsen. And what does this mean for rates? Will long-term interest rates remain at higher levels, or can we expect them to fall once the post-election euphoria dissipates? In equity markets we've heard a lot about the “Trump trade”. What is it? Is this a prelude of what we can expect in the future? Or will the current market optimism eventually fade away once announced policies are rolled out? Outside of the US, the team also cover the upcoming election in Germany and their view on how the election might play out and the potential repercussions for economies and markets, in Germany, across the EU and beyond. If you have questions or topics that you would like our guests to address in future episodes, please feel free to get in contact via email: AMIC@icmagroup.org. Learn more about AMIC: https://www.icmagroup.org/market-practice-and-regulatory-policy/asset-management/
Hear from top portfolio managers and business heads from UBS Asset Management's Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.
Tune in monthly to hear from UBS Asset Management's multi-asset team for thoughts on the global macro environment, and markets.
On this episode of the Petika Wealth Management Group Podcast, we hosted Sebastian Mainegra who is an Executive Director with UBS Asset Management. He leads a team of investment strategists focused on a variety of topics ranging from asset allocation, multi-asset investing, portfolio construction, and most relevant for this discussion, tax management and direct indexing. On this episode, we discuss what direct indexing is and why it has become so popular in our industry today.
Show Notes: Raymond Lei Yin moved to New York after graduating and has worked at Goldman Sachs for over 20 years, primarily in Hong Kong and Shanghai, China. He worked in China with a private fund for three and a half years and for UBS Asset Management as the Head of Asia Pacific and Head of China for the past 6 years. Now retired from UBS Asset Management, Raymond is currently traveling around the world, visiting his parents and enjoying the outdoors. He is also looking for opportunities to get involved with communities, businesses or organizations where he can contribute his expertise. Capital Markets War Stories Raymond shares many war stories from his time in Hong Kong, China, and the capital markets during the financial crisis. He started at Goldman Sachs in New York and eventually moved to Asia. He was a program analyst in 1992 and supported the international trading desk at Goldman. This experience was interesting, as the traders he worked with at the time were hires from Salomon Brothers and Credit Suisse First Boston (CSFB). He likens this time to working in a jungle where his goal was to survive each day. Raymond's journey has been filled with challenges and opportunities, but he is now focused on pursuing his passion for learning (especially in AI) and helping other businesses to grow. Working in Equity Capital MarketsRaymond began his career in Hong Kong after realizing that the core part of Goldman's business was financial advisory and trading. He decided to look for a job outside Goldman and was about to resign when he was offered a position by a senior MD looking for a Chinese speaking analyst based in Hong Kong. He flew to London for interviews and was hired to work in equity capital markets, which he knew little about. Equity capital markets is an interesting area that straddles between investment banking and equity sales and trading. Raymond was trained by Eric Dobkin, the man who introduced the concept of the Equity Capital Markets (ECM), which orchestrated IPOs and worked with both issuers and investors to set the price. During the Red Chip Boom in 1993, there was a huge demand for Chinese speaking bankers in Hong Kong, as there were not many Chinese bankers at that time. As the first full-time equity capital markets person based in Hong Kong, Raymond worked tirelessly to keep up with the pace of IPOs. Lesson Learned from the MarketOne lesson that Raymond learned during this time was that the market can be irrational. During the Red Chip Boom, Chinese IPOs were richly valued, due to scarcity of Chinese papers and the high demand for Chinese investments. However, since then, the market has seen several cycles of price fluctuations. To make money in the equity market, he believes that one must be a contrarian, have a long sustained power, and be liquid. In the early 90s, Hong Kong had an open market with many foreign capitals and traditional institutions representing their firms in London or New York. Goldman helped Chinese companies raise money in international capital markets through IPOs, global deposit receipts (GDRs), and convertible bonds (CBs). The Chinese government was involved in these deals, as they were selling their best assets to global investors in exchange for professional management and market discipline. The first deal was with Tsingtao Breweries, a famous beer company, and later with Shanghai Petrochemical and China Mobile and PetroChina. These companies were majority-held by the Chinese government, and Goldman had an edge in winning these deals. Goldman also worked on Korean companies like POSCO Steel and Samsung Electronics, as well as Thai and Indonesian companies. The Asian Financial Crisis The Asian financial crisis occurred in 1997, when the devaluation of the Thai Bhat and Indonesian Rupiah led to a massive attack in Hong Kong markets. For a few days, the entire HK equity market was dominated by one buyer, the Hong Kong government. Raymond saw the government's bid for 100 million shares of Hong Kong telecom got hit within 2 seconds. This could mark the end of capital markets in Hong Kong, as the government was buying the significant part of HK equity market. However, in hindsight this was the single best time to buy Hong Kong equities, as the Hong Kong government made a lot of money that day. In subsequent years, Goldman helped the Hong Kong government sell these stocks at a profit, returning the market to private investors. One company Raymond worked with was PetroChina where Goldman took the company public and Raymond helped to introduce the team management to global investors. It was during the dotcom bubble era, there was ver little investor appetite for oil stocks. Eventually, the IPO was done as a discount valuation. Investors who bought at PetroChina IPO all made money if they hold on to their shares. From Goldman to Private Funds to UBS Asset ManagementRaymond's next move was to the buy side - a China based private fund. He spent three and a half years traveling between Shanghai and Hong Kong to help them set up their international operation, hire people, lease office space, get the Type 9 license, and set up their Hong Kong office. He later joined UBS Asset Management first as Head of China then later as Head of Asia Pacific. He worked at UBS Asset Management for the past 6 years. Influential Harvard Professors and CoursesRaymond shares that his Art History course at Harvard was one of the most useful, as it allowed him to appreciate artwork and visit museums worldwide. He also enjoyed the core course Cultural Revolution taught by Professor Roderick MacFarquar, which was not offered in China. Timestamps: 04:15: Early Career at Goldman Sachs 09:51: Experience in Hong Kong and Equity Capital Markets 14:46: The Asian Financial Crisis and Market Lessons 26:31: Building Sales and Trading Operations in China 28:44: Transition to the Buy Side and Final Steps at Goldman 31:11: Personal Life and Interests 38:19: Reflections on Harvard and Career Advice Links: LinkedIn: https://www.linkedin.com/in/raymond-yin-cfa-613a017a/ Email: yinraymond@yahood.com Featured Non-profit: This week's featured non-profit is Alex's Lemonade Stand, recommended by Catherine Marcus Rose who reports: Hi. I'm Catherine Marcus Rose, class of 1992 the featured nonprofit of this episode of The 92 report is Alex's Lemonade Stand, foundation for Children's Cancer. Alex's Lemonade Stand focuses on impacting lives of children with cancer through fundraising for critical research and awareness raising support for families and children with cancer. I love the work of this organization and have been a regular donor for a few years. When our youngest son, age 21 was diagnosed with Ewing sarcoma last December, this organization became even more important to us. Only four cents of every dollar spent on cancer research at the NCI goes to research in pediatric cancers. So the work of this organization has taken on extra meaning for us. You can learn more about their work at Alex's lemonade.org, a l e x, s, L E, M o, n, a, de.org and now here is Will Bachman with this week's episode. To learn more about their work visit: https://www.alexslemonade.org/
04th Nov: Blockchain DXB Podcast
On this episode, Andrew Lee and Lucy Thomas preview the upcoming COP29 (2024 United Nations Climate Change Conference) in Baku, Azerbaijan, including a look at the top agenda items that will be covered at this year's conference, namely Climate Finance. Featured are Andrew Lee, Head of Sustainable and Impact Investing for the UBS Chief Investment Office, and Lucy Thomas, Head of Sustainable Investing for UBS Asset Management. Host: Daniel Cassidy
On this episode, Andrew Lee and Lucy Thomas preview the upcoming COP29 (2024 United Nations Climate Change Conference) in Baku, Azerbaijan, including a look at the top agenda items that will be covered at this year's conference, namely Climate Finance. Featured are Andrew Lee, Head of Sustainable and Impact Investing for the UBS Chief Investment Office, and Lucy Thomas, Head of Sustainable Investing for UBS Asset Management. Host: Daniel Cassidy
Cash is not on the sidelines. An investment in a money market fund is an actual investment, says Robert Sabatino, head of Global Liquidity Portfolio Management at UBS Asset Management. Sabatino is joined by host and Bloomberg Intelligence's chief US rate strategist Ira Jersey and senior US and Canada rate strategy associate Will Hoffman to discuss all things money markets. The trio examine shifts in the relationship between the Federal Reserve's facilities and the money-fund industry, as well as how recent SEC regulatory changes have affected portfolio-management decisions. They also touch on drivers of volatility in the repo market, such as the growth of the Treasury market relative to intermediation capacity, as well as how money-fund assets may evolve as offering yields fall. The Macro Matters podcast is part of BI's FICC Focus series.
Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist.
Hear from top portfolio managers and business heads from UBS Asset Management's Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.
John Popp, currently managing director and global head of the Credit Investments Group at UBS Asset Management joins your host Brian Bejile, CEO of Octaura, on The Ramp Up. John has had a storied career, which began on what some would call a less traditional path to the world of finance. John has spent most of his career building structured credit platforms at Indosuez, First Dominion, CSAM – and now UBS Asset Management. John credits his success to the broad perspective his path has provided, as well as the incredible network and community he's developed over the years.About John:John G. Popp is a Managing Director of UBS Asset Management. He is the Global Head and Chief Investment Officer of the Credit Investments Group (CIG) with primary responsibility for investment decisions, portfolio monitoring processes and business development for CIG's global investment strategies. He established CIG in 1997. Mr. Popp served as the Chief Executive Officer and President from February 16, 2010 to November 14, 2023, and currently serves as a Director of the Credit Suisse Funds, the Credit Suisse Asset Management Income Fund, Inc. and the Credit Suisse High Yield Bond Fund. Mr. Popp is a member of CIG's Corporate Credit Forum, Structured Credit Forum, and PCO Investment Committee. Prior to joining CIG, Mr. Popp was a Founding Partner and Head of Asset Management for First Dominion Capital, LLC, overseeing the management of $2.5 billion in Credit Securitization Vehicles. From 1992 through 1997, Mr. Popp was a Managing Director of Indosuez Capital and served as President of Indosuez Capital Asset Advisors, Inc., and President of 1211 Investors, Inc. While at Indosuez, Mr. Popp was responsible for building the firm's asset management business, including the development of three Credit Securitization Vehicles aggregating $1.3 billion. In 1989, Mr. Popp joined the Corporate Finance Department of Kidder Peabody & Co., Inc. as Senior Vice President, previously serving as Vice President in the Mergers and Acquisitions department of Drexel Burnham Lambert. Mr. Popp is a member of the Council on Foreign Relations, the Brookings Institution's Foreign Policy Leadership Committee, the Leadership Advisory Board of the Wharton School and the Juilliard School Council. In addition, Mr. Popp is a former member of the Board of Directors of The Loan Syndications & Trading Association (LSTA). Mr. Popp graduated with a B.A. from Pomona College and an M.B.A. from the Wharton Graduate Division of the University of Pennsylvania.
Tune in monthly to hear from UBS Asset Management's multi-asset team for thoughts on the global macro environment, and markets.
Join us live at the annual AMIC Forum “Mind the gaps – savings investment and financing the real economy” which is on 16th October in London, is free to attend and open to all interested market participants. Register here: https://www.icmagroup.org/events/the-amic-forum-mind-the-gaps-savings-investment-and-financing-the-real-economy/ Returning for this podcast episode are industry experts, Bob Parker, former Chairman of AMIC and Senior Adviser to ICMA, alongside Massimiliano Castelli, PhD MSc, Managing Director and Head of Strategy & Advice at UBS Asset Management, who also serves as the Co-Chair of the AMIC Executive Committee. This podcast was recorded on Tuesday 1st October 2024. In this podcast, the team discuss the recent central bank actions from across the developed and developing world as well as fiscal easing. Max and Bob also share their thoughts on the recent geopolitical developments and what impact this may have on the financial markets and the climate for investing overall. Join us for the next episode which will be recorded following the IMF World Bank meetings in Washington DC. If you have questions or topics that you would like our guests to address in future episodes, please feel free to get in contact via email: AMIC@icmagroup.org. Learn more about AMIC: https://www.icmagroup.org/market-practice-and-regulatory-policy/asset-management/
Hear from top portfolio managers and business heads from UBS Asset Management's Muni, Taxable Fixed Income, and Liquidity teams. They share views on the markets and what they believe you should be focused on within the fixed income space.
Hear views on the US equity markets from Jeremy Zirin, Senior Portfolio Manager of the House View Equity Portfolios, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist.
Tune in monthly to hear from UBS Asset Management's multi-asset team for thoughts on the global macro environment, and markets.
Listen now to the podcast from the Asset Management and Investors Council (AMIC), ICMA's dedicated forum advocating the interests of buy-side members, including asset managers, institutional investors, private banks, pension funds, and insurance companies, among others. Returning for this episode are industry experts, Bob Parker, former Chairman of AMIC and Senior Adviser to ICMA, alongside Massimiliano Castelli, PhD MSc, Managing Director and Head of Strategy & Advice at UBS Asset Management, who also serves as the Co-Chair of the AMIC Executive Committee. This podcast was recorded on 29th August 2024. In this podcast, the team discuss the latest survey from UBS which asked around 40 central banks their thoughts on the broad economic/financial and geopolitical outlook, with a special focus on the upcoming US election, as well as their views on asset allocation and currencies. Max and Bob also covered their thoughts on the volatility markets experienced during the summer period, as well as what trends in investor behaviour they expect in in late 2024/early 2025. If you have questions or topics that you would like our guests to address in future episodes, please feel free to get in contact via email: AMIC@icmagroup.org. Learn more about AMIC: https://www.icmagroup.org/market-practice-and-regulatory-policy/asset-management/
A monthly check on US equity market performance and positioning considerations with Jeff Hans, Senior Portfolio Manager, and Dominic Schagar, Senior Equity Investment Specialist with UBS Asset Management.
This week on The Reorg Primary View, Amir Vardi, managing director and head of structured credit for the credit investments group at UBS Asset Management (formerly Credit Suisse Asset Management) joins Reorg's Hugh Minch to discuss the outlook for the CLO market in the face of a more challenging macroeconomic environment. Vardi discusses the impact of the Federal Reserve's projected September interest rate cut on CLOs, the cause and implications of the volatility seen in early August, the outlook for defaults and liability management exercises in underlying loan portfolios, as well as competition between the syndicated loan and private credit markets. And, as always, we bring you our weekly summary of interesting developments in the restructuring world as well as a preview of what's on tap for this week. For more information on our latest events and webinars, visit reorg.com/resources/events-and-webinars/ Sign up for our weekly newsletter, Reorg on the Record: reorg.com/resources/reorg-on-the-record We're looking for feedback to improve the podcast experience! Please share your thoughts by taking the survey:https://www.research.net/r/Reorg_podcast_survey
Tune in monthly to hear from top portfolio managers and business heads from UBS Asset Management's Muni, Taxable Fixed Income and Liquidity teams. We hear candidly from them on their views on markets and what they believe you should be focused on within the fixed income space.
Tune in monthly to hear from UBS Asset Management's multi-asset team for thoughts on the global macro environment, and markets.
Tune in monthly to hear from top portfolio managers and business heads from UBS Asset Management's Muni, Taxable Fixed Income and Liquidity teams. We hear candidly from them on their views on markets and what they believe you should be focused on within the fixed income space.
Tune in monthly to hear from UBS Asset Management's multi-asset team for thoughts on the global macro environment, and markets.
Max Castelli, head of strategy, sovereign institutions at UBS asset management, and Philipp Salman, also on the team at UBS, speak with OMFIF Lead Economist Taylor Pearce to discuss the latest observable trends in central bank reserve management. They discuss investment strategies, currency and asset allocations and the factors influencing reserve managers' investment decisions in the current macroenvironment, which UBS have been tracking for 30 years now. OMFIF's 2024 GPI report on central bank reserve management is available here. The views expressed are as of July 2024 and are those of the author and not necessarily the views of UBS Asset Management. This podcast is a marketing communication and the information herein should not be considered investment advice or a recommendation to purchase or sell securities or any particular strategy or fund. Information and opinions have been provided in good faith and are subject to change without notice.
A monthly check on US equity market performance and positioning considerations with Jeremy Zirin, Senior Portfolio Manager, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist with UBS Asset Management.
Hear from top investment professionals from the UBS Asset Management's Multi-Asset Team.
Hear from top portfolio managers and business heads from UBS Asset Management's Muni, Taxable Fixed Income and Liquidity teams. Together, they provide views on markets and what they believe you should be focused on within the fixed income space.
A monthly check on US equity market performance and positioning considerations with Jeremy Zirin, Senior Portfolio Manager, and Head of the Private Client US Equity Team, and Dominic Schagar, Senior Equity Investment Specialist with UBS Asset Management.
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