CIO Live

US and China activity surprises on the upside: Opportunities from trade spats

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Speakers

Hartmut Issel

Hartmut Issel

Head CIO Equities APAC
UBS Global Wealth Management

Eva Lee

Eva Lee

Head CIO Equities Greater China
UBS Global Wealth Management

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Previously on CIO Live

9 April 2024

Investing for the long term & mitigating risks

Speaker: Clarissa Teng, CIO China Asset Allocation Strategist

Meng Li, CIO APAC China Cross Asset Strategist

26 March 2024

Post-FOMC: When will US rates fall and gold rise further?

Speaker: Wayne Gordon, Head of CIO Investment Content and Advisory APAC

Teck Leng Tan, CIO FX Strategist

Dominic Schnider, Head CIO Global FX and Commodity UBS Global Wealth Management

13 March 2024

China NPC Special: 2024’s “Two Sessions”

Speaker: Yifan Hu, Chief Investment Officer Greater China and Head Macroeconomics APAC UBS Global Wealth Management

Eva Lee, Head CIO Equities Greater China UBS Global Wealth Management

27 February 2024

Election pulse: Navigating US elections and market moves

Speaker: Hartmut Issel, Head CIO Equities APAC, UBS Global Wealth Management

Thomas McLoughlin, Head of Fixed Income and Municipal Securities, CIO Americas

David Lefkowitz, CIO Head of US Equities, CIO Americas

6 February 2024

Navigating 2024: How should investors position in the Year of the Dragon?

Speaker: Kathy Li, CIO Macro Strategist

Summer Xia, CIO Equity Strategist

Teck Leng Tan, CIO FX Strategist

30 January 2024

Is AI the tech theme of the decade?

Speaker: Sundeep Gantori, CIO Equity Strategist

Bennett Chu, CIO Equity Strategist

16 November 2023

Year Ahead 2024:
A new world

Speaker: Mark Haefele, Global Chief Investment Officer

Min Lan Tan, Head Chief Investment Office APAC

Kelvin Tay, Regional Chief Investment Officer

31 October 2023

Can big get bigger? Where are the opportunities in tech amid volatility?

Speaker: Sundeep Gantori, CIO Equity Strategist

Delwin Limas, CIO Equity Strategist

17 October 2023

How can investors position amid higher volatility?

Speaker: Wayne Gordon, CIO Cross-Asset and Commodity Strategist

Tech Leng Tan, CIO FX Strategist

Clarissa Chow, CIO Credit Strategist

3 October 2023

Where are Asia’s major housing markets headed?

Speaker: Eva Lee, Head CIO Equities Greater China

Wen Ching Lee, CIO Equity Strategist

19 September 2023

Will tech continue the strong rally in seasonally strong 4Q?

Speaker: Sundeep Gantori
CIO Equity Strategist

5 September 2023

Unpacking SI’s opportunities in disguise

Speaker: Stephanie Choi, CIO Sustainable Investing Analyst
Jon Gordon, CIO Cross-Asset Strategist

22 August 2023

Artificial intelligence, quantum computing, and how to play India’s tech-economy boom

Speaker: Sundeep Gantori, CIO Equity Strategist
Philip Wyatt, CIO Economist

8 August 2023

Inside China’s internet sector: How to position in different macro cycles?

Speaker: Eva Lee, Head CIO Equities Greater China
Summer Xia, CIO Equity Strategist

1 August 2023

All eyes on China: What to expect after the Politburo?

Speaker: Eva Lee, Head CIO Equities Greater China
Kathy Li, CIO Macro Strategist

18 July 2023

TechGPT & Generative AI: Your questions answered

Speaker: Paul Donovan, Chief Economist
Sundeep Gantori, CIO Equity Strategist
Delwin Limas, CIO Equity Strategist

27 June 2023

Where to position in Chinese equities?

Speaker: Eva Lee, Head CIO Equities Greater China
Edgar Sung, CIO Equity Strategist

20 June 2023

Balancing Act: How should investors position for 2H23?

Speaker: Min Lan Tan, Head Chief Investment Office APAC
Adrian Zuercher, Co-Head CIO Global Asset Allocation and Co-Head CIO Global IM APAC

Moderator: Wayne Gordon, CIO Cross-Asset and Commodity Strategist

23 May 2023

Go long, go high: Why bond investing & dividend stocks are back in vogue

Speaker: Devinda Paranathanthri, CIO Credit Strategist
Delwin Kurnia Limas, CIO Equity Strategist

9 May 2023

The rise of SI as the new normal: From why to why not?

Speaker: Stephanie Choi, CIO Sustainable Investing Analyst
Clarissa Teng, CIO Fixed Income Asset Allocation Strategis

25 April 2023

Diversification decoded: Is your investment approach future-ready?

Speaker: Crystal Zhao, Head CIO Asia Asset Allocation
Chun Lai Wu, Head CIO China Asset Allocation

11 April 2023

Investing in the future: What’s next for tech?

Speaker: Sundeep Gantori, CIO Equity Strategist
Delwin Limas, CIO Equity Strategist

28 March 2023

Bonds and Currencies: Volatility's silver lining?

Speaker: Devinda Paranathanthri, CIO Credit Strategist
Teck Leng Tan, CIO FX Strategist

16 March 2023

All eyes on China: What's at stake after China's NPC meetings?

Speaker: Yifan Hu, Chief Investment Officer Greater China and Head Macroeconomics APAC
Eva Lee, Head CIO Equities Greater China

14 March 2023

“Ask Kelvin Special” Navigating the SVB debacle: What should investors do now?

Speaker: Kelvin Tay, Regional Chief Investment Officer
Clarissa Chow, CIO Credit Strategist
Gerald Elflein, Head of Regional Treasury APAC

07 March 2023

Why there's no alternative to alternatives

Speaker: Karim Cherif, Head of CIO Alternatives
Marie Chew, Head A&S Investment Funds & Alternatives SEA

15 October 2022

Midterm elections and the balance of power: What's at stake for investors?

Speaker: Thomas McLoughlin, Head of Fixed Income and Municipal Securities, CIO Americas, UBS Global Wealth Management
Jason Draho, Head of Asset Allocation, CIO Americas, UBS Global Wealth Management
Wayne Gordon, CIO Cross-Asset and Commodity Strategist, UBS Global Wealth Management

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