About this episode

Ulrike Hoffmann-Burchardi discusses her career in finance, investment strategies at UBS, and the impact of artificial intelligence on markets.

I really enjoyed hosting this Alpha Exchange discussion with Ulrike Hoffmann-Burchardi, CIO for the Americas and Global Head of Equities at UBS Global Wealth Management. Ulrike has had a long career in markets, having spent nearly 25 years at Tudor Investment Corporation working across quantitative macro and global tactical asset allocation before joining UBS. We begin with Ulrike’s academic background in economics, political science and financial econometrics and the path that ultimately brought her from academia to Tudor. She reflects on the culture created by Paul Tudor Jones and several lessons that stayed with her throughout her career: the importance of respecting trends, sizing positions appropriately, understanding liquidity and recognizing that while markets continually evolve, the human emotions driving them remain remarkably consistent. We then turn to portfolio construction at UBS, where Ulrike and her team combine three distinct lenses: macro, bottom-up fundamentals and structural trends. Within that structural framework, they are focused on three transformational opportunities—artificial intelligence, power and resources, and longevity. We discuss how AI connects…

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