Top of the Morning: CIO Strategy Snapshot - Decision trees

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Recorded17 Mar 2025

Publishersecure.ubs.com

Handlerec:4542893

Show notes

As investors continue to weigh whether to buy the dips or sell the rallies, Jason suggests how assessing President Trump’s decision tree for implementing tariffs may deliver clarity. We also preview this week’s FOMC meeting, reflect on the latest retail sales data, and acknowledge the YTD outperformance of international markets. Plus, thoughts on portfolio positioning. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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