In this weekly podcast, the UBS Chief Investment Office shares insights on the state of the global markets, topical issues in focus amongst investors and timely portfolio allocation ideas.
Our conversation this week focuses on whether equity and bond markets have entered into bubble territory and the warning signs to be mindful of. We also touch on how to best approach investing in a speculative environment, near- to-medium term allocation preferences and more.
Guest: Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office
Host: Daniel Cassidy