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How should I be positioned? with Paula Campbell Roberts (KKR) and Jason Draho (UBS CIO)

UBS On-Air: Market Moves

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Navigating Economic Uncertainties and Gold's Role in Investment Strategies

The chapter explores the current economic outlook, discussing potential scenarios of lower growth, inflation, and interest rates. It analyzes the contrasting performance of public equity markets and gold, examining the factors influencing gold prices like fear, geopolitics, and inflation uncertainties. Additionally, it reflects on differing views on economic growth, inflation expectations, and the potential actions of the Federal Reserve, emphasizing the role of gold as a hedge against inflation and geopolitical risks in investment strategies.

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