Top of the Morning: CIO Strategy Snapshot - What comes next?
UBS On-Air: Market Moves · Podcast owner
May 19, 202520m 4s
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Show Notes
Jason rejoins in-studio to weigh in on the recent rally in US equities, the rise in rates over the past month, along with recent developments surrounding US trade policy (notably relations with China), and what it all means for the market outlook? Plus, thoughts on the significance of Moody’s US credit rating downgrade, and guidance around portfolio positioning. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy