Top of the Morning: CIO Strategy Snapshot - Keeping it straight
UBS On-Air: Market Moves · Podcast owner
February 3, 202519m 57s
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Show Notes
Investors are weighing the announcement of new tariffs from the Trump administration, and the risks of a trade war, along with the implications of DeepSeek to the progression of AI. Jason drops by to discuss the market and investment implications of these developments, plus shares guidance when it comes to portfolio positioning. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Shiavon Chatman