Talking Markets Series: William Davies, Columbia Threadneedle Investments
UBS On-Air: Market Moves - En podcast av Client Strategy Office
William Davies is the Global Chief Investment Officer for Columbia Threadneedle Investments. William outlines his market and macro expectations for 2023, including how US monetary policy might progress and what the prospects are for a recession. We also discuss portfolio positioning, regional preferences and market risks to be mindful of, including geopolitics. Host: Daniel Cassidy
