Balancing act: UBS’s investment outlook
The Bulletin with UBS - A podcast by Monocle - Mondays
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Our panel from UBS Global Wealth Management’s chief investment office explains why we face a balancing act in the second half of the year. There’s a path for higher stocks but it is narrow: economic growth can neither be so strong as to force the US Federal Reserve into further hikes, nor be so weak as to drive fears of a recession. Our experts discuss what smart investors can do over the coming months. With Nadia Lovell, Kiran Ganesh and Paul Donovan.See omnystudio.com/listener for privacy information.