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Recorded10 Mar 2025

Publishersecure.ubs.com

Handlerec:4542917

Show notes

As US growth concerns persist, Jason explores how at risk the economy is of slowing (and the possibility of sliding into a recession). We also cover the latest on tariffs aimed by the US at Canada and Mexico, along with touch on policy and market developments in Germany. Plus, a look at CIO’s latest market outlook and portfolio positioning guidance. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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