cover of episode Top of the Morning: CIO Strategy Snapshot: The calm - that refreshes?

Top of the Morning: CIO Strategy Snapshot: The calm - that refreshes?

2024/8/12
logo of podcast UBS On-Air: Market Moves

UBS On-Air: Market Moves

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Shownotes Transcript

Jason explains last week’s market evolution, and what this week might deliver for the markets as we anticipate key economic readings on consumer spending trends and the inflationary environment. Jason also outlines CIO’s medium-term market outlook, and views when it comes to portfolio positioning. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy