Top of the Morning: Q4 earnings update, US equity positioning
UBS On-Air: Market Moves · Podcast owner
January 31, 20259m 41s
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Show Notes
As the Q4 corporate reporting season continues, Matt updates us on how the results have been coming in across equity sectors. We also discuss recent performance of US equities, a near-term performance outlook, along with considerations when it comes to positioning within US equities. Featured is Matt Tormey, Equity Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy