Jonathan Ferro
๐ค SpeakerAppearances Over Time
Podcast Appearances
Let's get out to Davos where Bloomberg surveillance anchor John Farrow is standing by.
John, take it away.
Hey, guys.
Live from Davos, Switzerland, at the World Economic Forum, standing by the king of Swiss banking.
He might not like that introduction.
It's Sergio Aramotti, the UBS CEO.
Sergio, good to see you.
Thanks for braving the cold.
I appreciate it.
Before we get into the bank, we're going to ease into this and start with financial markets.
We're going to start to the trading week stateside.
Equities open up, gap lower, bond yields higher, dollar weaker.
And let's get to what that word means, diversify.
It feels like that's a diplomatic way of saying South America sometimes.
So I'm not going to put words in your mouth.
I'll tell you what others are saying.
PIMCO is talking about a multi-year period of diversification away from U.S.
assets.
We've seen from others moving out of U.S.