Macro Monthly Podcast with UBS Asset Management - 2024 Outlook edition

Evan Brown, Portfolio Manager, and Tom Digenan, Head of Americas Investment Solutions Specialists, discuss their macro outlook for the year, including growth, inflation, and potential recession. They highlight the resilience of private sector balance sheets, economic developments in different regions, and risks to the outlook such as labor market cooling and inflation. They also express optimism for the year 2024.