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UBS On-Air: Market Moves
How should I be positioned? with Paula Campbell Roberts (KKR) and Jason Draho (UBS CIO)
Jun 4, 2024
Paula Campbell Roberts from KKR and Jason Draho from UBS CIO discuss US macroeconomy, growth outlook, inflation, and Fed rate cuts. They highlight portfolio positioning preferences, economic uncertainties, gold's role in investments, productivity growth impact on GDP and inflation rates, market trends, investment strategies in 2022, and valuation discounts in mid and small cap companies.
32:42
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Quick takeaways
- 2024 economic outlook predicts steady two and a half percent growth, with first-quarter GDP surpassing expectations.
- Inflation expected to remain elevated due to structural forces; Federal Reserve forecasted to delay rate cuts until the subsequent year.
Deep dives
Economic Outlook for 2024: Growth Surpasses Expectations
The podcast guests reflected on the economic outlook for 2024. They revealed that growth had exceeded initial expectations, with first-quarter GDP at 1.3% and a second quarter tracking between two and a half to three and a half percent. Forecasts indicated a steady growth expectation of two and a half percent for the full year, reflecting a positive trajectory in the macroeconomic environment.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode