Apollo’s Chief Economist Torsten Slok recently joined the UBS On-Air: Market Moves podcast for an episode titled: How should I be positioned? Over the course of the conversation with Jason Draho (Head of Asset Allocation Americas with the UBS Chief Investment Office) Torsten discussed:
- The current macroeconomic environment
- The likelihood of a recession
- How elevated inflation is likely to impact monetary policy over the next few quarters, and
- Asset allocation options against the current macroeconomic backdrop of high inflation, rising rates, and ongoing market volatility.