cover of episode Top of the Morning: CIO Strategy Snapshot - Slow burn (Q1 reflections)

Top of the Morning: CIO Strategy Snapshot - Slow burn (Q1 reflections)

2023/4/4
logo of podcast UBS On-Air: Market Moves

UBS On-Air: Market Moves

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Shownotes Transcript

With 1Q23 behind us, we reflect on the drivers behind quarterly market performance and how unexpected events have impacted CIO’s market outlook for the balance of the year. We also touch on why the outlook for growth, inflation, and monetary policy is slow burn lower on all fronts, rather than a quick sharp change. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy