Paula Campbell Roberts

John Queen, Portfolio Manager at Capital Group with a focus on fixed income, teams up with Paula Campbell Roberts, Chief Investment Strategist for Global Wealth at KKR. They delve into the U.S. macroeconomic outlook, discussing interest rates and inflation trends. Queen highlights the risks to the rate outlook, while Roberts anticipates multiple Fed cuts. They also explore investment-grade versus high-yield credits, private equity valuations, and the potential for a public market bubble, all supported by robust corporate fundamentals.

Paula Campbell Roberts is the Chief Investment Strategist at KKR, focusing on macro views and asset allocation, while Jason Draho leads asset allocation at UBS. They delve into the dynamics of the U.S. economy, discussing GDP growth amidst a soft labor market. AI's influence on growth and its investment trajectory is highlighted, along with the implications of a higher-for-longer interest rate regime. They also consider global equity performance and recommend strategic investments in private credit, infrastructure, and selective real estate.

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.