cover of episode How should I be positioned? - Commodities edition

How should I be positioned? - Commodities edition

2023/3/29
logo of podcast UBS On-Air: Market Moves

UBS On-Air: Market Moves

Frequently requested episodes will be transcribed first

Shownotes Transcript

Our conversation outlines the investment case for commodities and areas of opportunity for consideration. We dive deep into where we are in the commodities cycle, how to invest in the asset class, and the risks to be mindful of. Featured are Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office, and Al Chu, Portfolio Manager with Newton Investment Management (BNY Mellon). Host: Daniel Cassidy