Top of the Morning: CIO Strategy Snapshot - Jackson Hole & UBS House View
UBS On-Air: Market Moves
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UBS House View Update
This chapter reviews UBS's updated asset class preferences, focusing on shifts in fixed income and equities due to recent market performance. It discusses adjustments in sector positioning, highlighting an upgrade in financials and utilities while addressing potential market volatility influenced by macroeconomic conditions.
Play episode from 06:51
Transcript
