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How should I be positioned?

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Manage episode 464503987 series 3644118
Content provided by Torsten Slok. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Torsten Slok or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.
  continue reading

36 episodes

Artwork
iconShare
 
Manage episode 464503987 series 3644118
Content provided by Torsten Slok. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Torsten Slok or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.
  continue reading

36 episodes

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