cover of episode Top of the Morning: CIO Strategy Snapshot - UBS House View (May)

Top of the Morning: CIO Strategy Snapshot - UBS House View (May)

2023/4/24
logo of podcast UBS On-Air: Market Moves

UBS On-Air: Market Moves

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Shownotes Transcript

Our conversation outlines the current market dynamic and what sentiment seems to suggest about the outlook for the US economy. We also discuss the scenarios CIO sees unfolding as it relates to growth, inflation, and monetary policy. Plus, review the current asset allocation guidance from CIO. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy