Top of the Morning: Introducing the ‘Longer Term Themes Quarterly’

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Recorded09 Apr 2024

Publishersecure.ubs.com

Handlerec:4544101

Show notes

Each quarter we will dive into what’s new amongst the six thematic focuses of the UBS Chief Investment Office, as outlined within the new Longer Term Themes Quarterly publication. Our inaugural conversation focuses on how the ‘space economy’ intersects with one of the six thematic clusters, security & critical infrastructure, along with potential implications of the 2024 election outcome to the space economy. Featured is Michelle Laliberte, Thematic Investing Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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