
The episode discusses the changing perception of emerging markets and their volatility compared to developed markets, featuring insights on investment strategies.
For decades, emerging markets have been seen as the riskier part of portfolios. We discuss what has changed, and why markets are suddenly challenging that assumption now. Plus, we highlight how investors should consider using emerging market equities, bonds, and currencies in portfolios going forward. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Bryan Contreras
Host: Bryan Contreras
Guest: Alejo Czerwonko
Organizations: UBS Chief Investment Office, UBS
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