Top UBS Asset Management professionals discuss the current state of the economy, including a soft landing concept, resilience of growth, decreasing inflation, positive real incomes, and expected rate cuts by the Fed. They also analyze global economic conditions, stable PMIs in Europe, demand for tech goods, and the potential for global growth beyond the US.

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.

Evan Brown, Portfolio Manager, and Tom Digenan, Head of Multi-Asset Investment Specialists, discuss recent rise in yields, cooling off of growth, and potential economic and market impacts of war in the Middle East.