Top of the Morning: CIO Strategy Snapshot - What if?
UBS On-Air: Market Moves · Podcast owner
May 5, 202522m 39s
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Show Notes
Jason joins the podcast this week from Zurich as we discuss the drivers behind the recent upside momentum across US equities. Plus, we weigh the upside case for US growth staying even in the face of higher tariffs, reflect on Q1 corporate earnings, and outline the latest allocation recommendations from CIO. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy