Top of the Morning: CIO Strategy Snapshot - A new year
UBS On-Air: Market Moves · Podcast owner
January 5, 202625m 27s
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Show Notes
The Snapshot returns after a holiday hiatus - Jason Draho begins the year by sharing investment themes and risks to watch for in the months ahead, along with positioning recommendations. We also refresh on CIO’s expectations for monetary and fiscal policy, the U.S. macroeconomic environment, and market performance. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy