Max Castelli, head of strategy for sovereign institutions, and Phillipp Salman, director of strategy for sovereign institutions at UBS Asset Management, join Yara Aziz, economist at OMFIF, to discuss how sovereign investors are adapting their strategies for 2025. They explore US President Trump’s policies, the outlook for the dollar and the impact of artificial intelligence on the future of the Magnificent Seven stocks.
The views expressed are as of March 2025 and are those of the author and not necessarily the views of UBS Asset Management. This podcast is a marketing communication and the information herein should not be considered investment advice or a recommendation to purchase or sell securities or any particular strategy or fund. Information and opinions have been provided in good faith and are subject to change without notice.
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