Top of the Morning: CIO Strategy Snapshot - Jackson Hole takeaways
UBS On-Air: Market Moves · Podcast owner
August 26, 202516m 31s
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Show Notes
Jason reflects on last week’s Jackson Hole Symposium, and speech delivered by Fed Chair Powell - we discuss what the speech suggests about the road ahead for monetary policy, and the market response. Plus, thoughts on overall market pricing as of late, and what investors have been focused on, along with a look at the latest asset allocation recommendations from CIO, per the latest UBS House View. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy