EPISODE · Sep 1, 2022 · 10 MIN
Top of the Morning: Emerging Markets - Snapped back to reality
Our conversation revisits the emerging markets as my guest outlines the implications of the course for monetary policy in the US, higher for longer rates, to the emerging markets. Plus, guidance around how to think about an allocation within the space against the current market and US monetary policy backdrop. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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Top of the Morning: Emerging Markets - Snapped back to reality
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This episode was published on September 1, 2022.
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