UBS On-Air: Market Moves
How should I be positioned? with Matt McLennan (First Eagle) and Jason Draho (UBS CIO)
24 Apr 2024
Matt rejoins Jason in the studio for a discussion around the US macroeconomic environment, including an outlook for growth, inflation and Fed rate cuts. We also spend time outlining portfolio positioning preferences. Featured is Matt McLennan, Co-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
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