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14min chapter
How should I be positioned? with Ken Caplan (Blackstone) and Jason Draho (UBS CIO)
UBS On-Air: Market Moves
Economic Resilience and Investment Strategies
This chapter examines the current state of the economy, highlighting the resilient labor market amidst slowing growth. It discusses the implications of recent economic trends on investment strategies, particularly in sectors like logistics, rental housing, and data centers. The conversation emphasizes a strategic approach to navigating the evolving economic landscape while remaining optimistic about supply-demand dynamics.
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