Top of the Morning: CIO Strategy Snapshot - The trend is your friend
UBS On-Air: Market Moves · Podcast owner
January 13, 202520m 8s
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Show Notes
What does a combination of good economic data and higher rates mean for the markets? Following a strong December jobs report, and with yields continuing to climb higher, Jason reflects on recent market moves and reaffirms CIO’s longer-term market outlook. Plus, thoughts when it comes to portfolio positioning for the current environment. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy