Laura Smith
Investment Specialist at the UBS Chief Investment Office who discusses CIO views on emerging market equities, earnings outlooks, and key catalysts and risks.
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Mar 5, 2026 • 15min
Top of the Morning: The landscape for Emerging Market Equities
Laura Smith, UBS investment specialist focused on CIO views and earnings outlooks. Xingchen Yu, Emerging Markets strategist covering geopolitics and energy impacts. They discuss Middle East tensions and oil risks. They cover recent EM volatility and rebound patterns. They review China Two Sessions priorities and sector preferences like tech, financials, and healthcare.
