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How should I be positioned?
Manage episode 464503987 series 3644118
Apollo’s Chief Economist Torsten Slok recently joined the UBS On-Air: Market Moves podcast for an episode titled: How should I be positioned? Over the course of the conversation with Jason Draho (Head of Asset Allocation Americas with the UBS Chief Investment Office) Torsten discussed:
- The current macroeconomic environment
- The likelihood of a recession
- How elevated inflation is likely to impact monetary policy over the next few quarters, and
- Asset allocation options against the current macroeconomic backdrop of high inflation, rising rates, and ongoing market volatility.
36 episodes
Manage episode 464503987 series 3644118
Apollo’s Chief Economist Torsten Slok recently joined the UBS On-Air: Market Moves podcast for an episode titled: How should I be positioned? Over the course of the conversation with Jason Draho (Head of Asset Allocation Americas with the UBS Chief Investment Office) Torsten discussed:
- The current macroeconomic environment
- The likelihood of a recession
- How elevated inflation is likely to impact monetary policy over the next few quarters, and
- Asset allocation options against the current macroeconomic backdrop of high inflation, rising rates, and ongoing market volatility.
36 episodes
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