Top of the Morning: CIO Strategy Snapshot - What’s next for rate cuts?
UBS On-Air: Market Moves
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CIO Asset Allocation Guidance Post-Cut
Key house-view takeaways: buy-on-dips equities, favored securitized credit, 3–5 year Treasuries, long munis, and gold, plus reasons to deploy cash as rates ease and AI supports earnings.
Play episode from 11:27
Transcript
