
Top of the Morning: CIO Strategy Snapshot - Terminal values
UBS On-Air: Market Moves · Podcast owner
February 17, 202619m 9s
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Show Notes
It’s been an active few weeks in financial markets as investors grapple with the potential for AI to disrupt business models across industries, along with whether the U.S. economy really is “running hot”. We discuss this all, and review CIO’s current allocation recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy