Top of the Morning: CIO Strategy Snapshot - Rotation drivers
UBS On-Air: Market Moves · Podcast owner
July 29, 202417m 54s
Audio is streamed directly from the publisher (ubs.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Jason explains the factors that have been behind the notable market rotations over the past month, and for how much longer these moves may continue. We also preview a busy week ahead of Q2 earnings reports and macro data, including the July Jobs Report. Plus, provide thoughts around portfolio positioning. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy