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Watch this video conversation between Solita Marcelli, Global Head of Investment Management, UBS GWM, and Henry McVey, Head of Global Macro and Asset Allocation, and CIO of KKR’s Balance Sheet.
Solita and Henry discussed their views on the rest of 2026 and beyond, exploring key opportunities and risks across public and private markets.
They touched on the impact of artificial intelligence, structural market shifts, the latest developments in private credit, and more.
Watch the conversation , and visit the UBS Studios homepage for more videos like this.
