Passed event: CFA Society Sweden: Asset allocation in a time of high inflation and decelerating growth

Members event

date & time

29/04/2022 1:00-2:00 pm EEST

Attendance fee: Free

A full-scale invasion in Europe, high inflation and the fastest tightening cycle in a generation – markets have rarely had to grapple with this constellation of headaches.

Please join Luke Kawa, Asset Allocation Strategist at UBS Asset Management, as he shares his market outlook and provides an insight into his personal view of where we are heading.

speaker

Luke Kawa, Director, Asset Allocation Strategist, UBS Asset Management, Investment Solutions

Luke is an Asset Allocation Strategist on the macro and asset allocation strategy team at UBS AM Investment Solutions, based in New York.

He is responsible for producing research on the economic outlook as well as policy events. This includes evaluating directional exposures, generating and reviewing relative value trades, and providing guidance on portfolio positioning. Luke focuses on commodity markets and North American macro policy. He also supports the broader editorial capabilities of UBS AM at large.

Luke joined UBS Asset Management in 2020 from Bloomberg, where he specialized in the coverage of fixed income and volatility markets.