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UBS On-Air: Market Moves

Top of the Morning: Emerging Markets - Fed hikes matter, but global liquidity matters more

Montag, 28. September 2026 · 10 min

MP3

Shownotes

In the wake of the September FOMC rate-hike, we discuss the implications of a Fed hiking cycle to emerging market assets, including equities and fixed income. We also cover the risks to emerging markets that investors should be mindful of. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets, UBS Chief Investment Office. Host: Daniel Cassidy

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