CIO Outlook: Risks Versus Base Case

Policy and geopolitics continue to dominate the headlines early in 2026, with the latest development being President Trump’s efforts to gain control of Greenland. Other policy-related stories that also matter for the markets just as much, include questions about Fed leadership, expected policy announcements from President Trump at the World Economic Forum in Davos, and a snap election in Japan. Jason Draho, Head of Asset Allocation Americas, covers these developments and implications to CIO’s investment outlook. Host: Daniel Cassidy