How should I be positioned? with Dan Ivascyn (PIMCO) and Jason Draho (UBS CIO)
UBS On-Air: Market Moves
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Navigating Inflation and Investment Strategies
This chapter explores the future of U.S. inflation over the next five years, noting a shift in market focus towards balancing inflation and economic growth. It highlights investment opportunities in fixed income markets while emphasizing a cautious approach to portfolio protection and strategy amid ongoing economic uncertainties.
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