Top of the Morning: CIO Strategy Snapshot - An exceptional debate
UBS On-Air: Market Moves · Podcast owner
April 28, 202518m 2s
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Show Notes
Coming off of one of the best weeks for US equities in 2025, Jason considers whether investors are getting ahead of themselves as macro uncertainty remains. Jason also weighs in on the debate over whether US exceptionalism can continue. Plus, a review of CIO’s latest market outlook and investor recommendations per the May UBS House View. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy