cover of episode Top of the Morning: CIO Strategy Snapshot - Putting up with it

Top of the Morning: CIO Strategy Snapshot - Putting up with it

2024/4/15
logo of podcast UBS On-Air: Market Moves

UBS On-Air: Market Moves

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Shownotes Transcript

Following an eventful couple of weeks in the markets, spanning upside surprises in macro data to geopolitical developments, Jason Draho brings us up to speed on CIO’s current outlook (including the forecast for Fed rate cuts) and portfolio positioning guidance. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy