As we begin a new month and await a key policy decision by the Fed this week, we review CIO’s expectations and explore the implications of a pause in rate hiking to financial markets. We also preview what will be a busy week for data releases (including Q1 earnings) and discuss how investors should think about positioning their portfolios for the current environment. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy
