UBS's Emanuel: Trump Likely to Roll Back Regulation

The video discusses the current economic climate, focusing on known factors like regulation changes and interest rate hikes. It explores opportunities in financials post-UK referendum and anticipates market volatility. Sector rotation, particularly in health care, is highlighted as a potential area for growth. The tech sector's response to market changes is examined, and cross-asset headwinds are discussed as factors affecting the risk rally.

What is one of the key changes expected with the incoming President's administration?

• Stable interest rates

• Higher inflation

• Increase in regulation

• Decrease in regulation

What sector is identified as having potential opportunities post-UK referendum?

• Technology

• Utilities

• Financials

• Healthcare

What is a significant factor contributing to the expected market volatility?

• Rising interest rates

• Decreasing regulation

• Stable interest rates

• Low inflation

Which sector has been underperforming and is expected to rally?

• Utilities

• Technology

• Healthcare

• Financials

What is crucial for investors to avoid being swayed by market emotions?

• Relying on monetary accommodation

• Investing in high-risk assets

• Suppressing emotions and logical analysis

• Following market trends

What is a major challenge faced by the technology sector?

• Decreasing interest rates

• Low cash reserves

• Overbought environment

• Stable dollar

What are the three main headwinds mentioned that could affect the risk rally?

• Weaker dollar, lower rates, EM growth

• Stable dollar, stable rates, EM stability

• Stronger dollar, higher rates, EM route

• Stronger dollar, lower rates, EM growth