EPISODE · Jul 31, 2026 · 11 MIN
Top of the Morning: The evolution of Emerging Markets
A look at the factors behind the outperformance of emerging market assets over the past year, along with how the rise of AI and semiconductors has changed the nature of the emerging markets asset class. Featured is Alejo Czerwonko, CIO for Emerging Markets Americas, UBS Chief Investment Office. Host: Daniel Cassidy
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Top of the Morning: The evolution of Emerging Markets
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