House View by the Chief Investment Office
100 days of President Trump
Did he MAGA? Watch the video featuring our CIO experts
28 April 2017 | Tags: US equities, Economy
Reading time: 2 minutes
The 45th President of the United States has held his inauguration speech on January 20, 2017. Since then, his presidency has been very eventful (to say the least).
From appointing judges "who will uphold the Constitution", to re-assessing trade agreements with other nations – his pledges have been numerous and multifaceted. The general public, economists and his twitter followers alike are closely following what's next on Mr. Trumps agenda.
April 29 marked the 100th day of Trump's presidency. It gave us a short moment to breathe and reflect upon the implications of his policies and what investors can expect for the remainder of his presidency.
Will his "America first" stance be good for investors? Are the planned infrastructure investments realistic? Watch the video with our CIO experts to find out more.
Mark Haefele oversees the investment policy and strategy for approximately USD 2 trillion in invested assets at UBS Wealth Management. Mark joined UBS as Head of Investment in the Chief Investment Office (CIO) at UBS Wealth Management when the CIO was founded in 2011.
Mark received a BA from Princeton, and both an MA and PhD from Harvard University. As a Fulbright Scholar, he also received an MA from the Australian National University. Mark serves on the Foundation Board of the Pension Fund of UBS.
Mike is Chief Investment Strategist (CIS) for Wealth Management Americas and Regional Chief Investment Officer for Wealth Management US. Mike is responsible for bringing together market and investment insights from multiple sources and positioning them so as to optimize impact for UBS clients. As Head of CIO WMRA, Mike manages over 40 US based research professionals dedicated exclusively to serving the needs of individual investors.
With more than 30 years of experience in the financial industry, he is widely recognized as a leading market expert.
Min Lan Tan is the Head of APAC Investment Office at UBS Chief Investment Office, WM. Her role is to drive research content, supervise portfolio performance and ensure effective communication of the UBS House View in Asia Pacific. She serves as a member of both the Global and Emerging Market Investment Committees which formulate the global UBS House View.
Prior to this, Min Lan spent eleven years with the UBS Investment Bank. Before joining UBS, Min Lan worked as an economist and strategist at Merrill Lynch covering the Asian equities markets.
Simon Smiles is Chief Investment Officer – UHNW. In this capacity, he and his team formulate investment strategy, themes and trades for UBS’s Ultra High Net Worth clients. He is UBS's youngest Group Managing Director and is also responsible for derivatives, hedge fund, private markets, sustainable, and short term trading investment strategies, leads UBS WM’s impact investing efforts, contributes to the wider UBS WM House View, hosts the monthly UBS Investor Forum, and sits on UBS’s Global Investment Committee.
He received a PhD in economics from the Australian National University and first class honors in both economics and finance from the University of Sydney.
Themis joined UBS CIO WM as head of the European Investment office in February 2014. He is a member of the Global Investment Committee, and is responsible for generating investment content and ideas across all asset classes within Europe, as well as for marketing the UBS House View within the region. Prior to coming to CIO, Themis spent 20 years in the UBS Investment Bank, 15 of them as a highly rated equity analyst.
Themis holds a PhD degree in chemistry from the University of Witwatersrand (South Africa) and an MBA from the Graduate School of Business, University of Cape Town.
Andreas J. Koester, Head of Global Asset Allocation at UBS CIO WM, is responsible for the strategic and tactical asset allocation processes. Andreas transferred to UBS CIO WM in March 2017 from UBS Asset Management where he started in 2009. He was Head of Multi Asset and had overall responsibility for setting the strategy across the entire range of the Multi Asset team’s asset allocation and currency capabilities.
Before joining UBS, he worked at Schroder Investment Management where he was Head of US & European Multi Asset Solutions and a member of the global asset allocation and alternative investment committees.
What will a Trump presidency mean for markets?
The election of Donald Trump added to a year of political surprises around the world, and his policy agenda is a key focus for global markets.