Following Sunday’s development of President Biden withdrawing from the 2024 race for the White House, Jason speaks to the implications to the markets, and to CIO’s investment outlook. Jason also touches on the recent ‘rotation trade’ and explains why the trade is unlikely to persist and is actually likely to reverse. Plus, a look at the current positioning recommendations from CIO per the latest UBS House View. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
