How political shifts are reshaping sovereign investment strategies

Max Castelli, head of strategy for sovereign institutions, and Philipp 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.

Episode metadata supplied by the publisher feed · Published Mar 11, 2025

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How political shifts are reshaping sovereign investment strategies

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