How should I be positioned?
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Description
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.
More Episodes
Listen to Apollo Chief Economist Torsten Sløk and Jim Vanek, Co-Head of Global Performing Credit at Apollo, discuss their views on what’s next for credit markets amid the Fed’s shift to easing monetary policy and the election of Donald Trump as the next US President.
Published 11/13/24
Published 11/13/24
Listen to Apollo Chief Economist Torsten Sløk and Jess Lipsey, a Partner in the Real Assets Group at Apollo, discuss their views on what might come next for real estate in general and real estate equity in particular, in the wake of an aggressive rate cut by the US Federal Reserve. 
Published 10/17/24