How should I be positioned? with Matt McLennan (First Eagle) and Jason Draho (UBS CIO)
UBS On-Air: Market Moves
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Analyzing Investment Positioning in Geopolitically Bifurcated World
Exploring the influence of geopolitical risks on investment strategies, including trends in manufacturing, energy sectors, and the concept of decoupling in global markets. Speakers emphasize the need for diversification, macroeconomic scenario planning, and address the evolving investment landscape.
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Transcript
