How should I be positioned? with Torsten Slok (Apollo) and Jason Draho (UBS CIO)
UBS On-Air: Market Moves
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Exploring Macro Trends and Fixed Income Investment Strategies
Exploring the impact of de-globalization, energy transition, and AI on the macroeconomic landscape, along with discussions on the Federal Reserve's strategies and potential rate cuts. The chapter also advises on fixed income strategies for a prolonged low-interest-rate environment, highlighting opportunities in private credit.
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Transcript
