How should I be positioned? with Matt McLennan (First Eagle) and Jason Draho (UBS CIO)
UBS On-Air: Market Moves - En podcast av Client Strategy Office
We discuss how our market outlooks for 2023 have evolved since the beginning of the year, including dives into the macroeconomic environment and course for US monetary policy. We also touch on positioning for the current environment and in consideration of what the months ahead might have in store for investors. Featured is Matt McLennan, Head of the Global Value Team, First Eagle Investment Management, and Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
