How should I be positioned? with Paula Campbell Roberts (KKR) and Jason Draho (UBS CIO)
UBS On-Air: Market Moves · Podcast owner
June 4, 202432m 42s
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Show Notes
Paula joins Jason in-studio for a discussion around the US macroeconomic environment, including an outlook for growth, inflation and Fed rate cuts. We also spend time outlining portfolio positioning preferences. Featured is Paula Campbell Roberts, Chief Investment Strategist for Global Wealth, KKR, and Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy