cover of episode How should I be positioned? with Jeffrey Sherman (DoubleLine) and Jason Draho (UBS CIO)

How should I be positioned? with Jeffrey Sherman (DoubleLine) and Jason Draho (UBS CIO)

2024/8/8
logo of podcast UBS On-Air: Market Moves

UBS On-Air: Market Moves

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Shownotes Transcript

In the wake of the recent episode of global market volatility, Jeffrey rejoins Jason on the podcast to exchange views on the volatility drivers, an outlook for the markets, the health of the US economy, and the direction of monetary policy. Plus, we spend time sharing thoughts when it comes to portfolio positioning. Featured is Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office, and Jeffrey Sherman, Deputy Chief Investment Officer, and Portfolio Manager with DoubleLine Capital. Host: Daniel Cassidy