How should I be positioned? with Matt McLennan (First Eagle) and Jason Draho (UBS CIO)

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Recorded24 Apr 2024

Publishersecure.ubs.com

Handlerec:4544042

Show notes

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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