EPISODE · Aug 30, 2022 · 35 MIN
How should I be positioned? with Dan Ivascyn (PIMCO) and Jason Draho (UBS CIO)
We discuss the macroeconomic environment, including whether a recession might be on the horizon, and how macro considerations, namely inflation, might translate to the Fed and their course for monetary policy. We also spend time on asset allocation for the current environment. Featured is Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office, and Dan Ivascyn, Group Chief Investment Officer with PIMCO. Host: Daniel Cassidy
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How should I be positioned? with Dan Ivascyn (PIMCO) and Jason Draho (UBS CIO)
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