How should I be positioned? with Dan Ivascyn (PIMCO) and Jason Draho (UBS CIO)
UBS On-Air: Market Moves
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Navigating Global Diversification Trends
This chapter explores the shifting correlations in global equities, particularly between U.S. and European markets, indicating a potential structural change that could enhance diversification benefits. Additionally, it examines the complexities of asset allocation in the context of rising inflation, geopolitical events, and the changing dynamics between stocks and bonds.
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