Top of the Morning: CIO Strategy Snapshot - The trend is your friend

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UBS On-Air: Market Moves not yet transcribed

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Recorded13 Jan 2025

Publishersecure.ubs.com

Handlerec:4543092

Show notes

What does a combination of good economic data and higher rates mean for the markets? Following a strong December jobs report, and with yields continuing to climb higher, Jason reflects on recent market moves and reaffirms CIO’s longer-term market outlook. Plus, thoughts when it comes to portfolio positioning for the current environment. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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