Paula Campbell Roberts
Chief Investment Strategist for Global Wealth at KKR
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Jun 4, 2024 • 33min
How should I be positioned? with Paula Campbell Roberts (KKR) and Jason Draho (UBS CIO)
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.
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