How should I be positioned? with Paula Campbell Roberts (KKR) and Jason Draho (UBS CIO)
UBS On-Air: Market Moves
00:00
The New Regime: Higher-for-Longer Rates and Structural Shifts
Jason asks about the 'roaring 20s' thesis; Paula outlines tectonic shifts—geopolitics, energy transition, demographics, AI, and fiscal—that sustain higher rates.
Play episode from 07:16
Transcript
