Solita Marcelli
Global Head of Investment Management at UBS Global Wealth Management, focused on macro outlooks, asset allocation, and opportunities across public and private markets.
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Feb 28, 2026 • 38min
KKR and UBS views on public and private markets
Solita Marcelli, UBS investment leader focused on macro and public/private allocation, and Henry McVey, KKR macro and private markets strategist, discuss market shifts and where to find opportunities. They cover AI's structural impact, private credit trends, sector rotation and high-grading portfolios. They also explore Asia and India as innovation and consumption stories.
