UBS’s Haefele Is Overweight Global and Emerging Market Equities

The video discusses the economic outlook with a focus on trade policies, the Federal Reserve's rate policy, and corporate earnings. It highlights the importance of staying invested in global equities despite market volatility, with protective measures in place. The discussion also covers the decision to close positions in emerging markets sovereign debt and shift towards relative value trades, emphasizing the need for agility in a volatile market.

What is the speaker's view on the recent performance of emerging markets sovereign debt?

What strategies does the speaker mention for navigating the current volatile market?