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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Navigating Economic Uncertainties and Gold's Role in Investment Strategies
01:57 • 8min
Productivity Growth, AI Investments, and Future Inflation Rates
10:09 • 6min
Navigating Economic Uncertainty and Market Trends
16:06 • 6min
Navigating Investment Strategies in 2022
22:31 • 7min
Analyzing Valuation Discounts and Opportunities in Mid and Small Cap Companies
29:40 • 3min