UBS On-Air: Market Moves

Top of the Morning: CIO Strategy Snapshot - From uncertainty to Risk

Mar 31, 2025
Jason Draho, Head of Asset Allocation Americas at UBS Chief Investment Office, shares his insights on the market's uncertain future. He discusses the imminent announcement of tariffs by the Trump administration and its implications for global markets. Concerns about slowing growth and recession risk are also addressed, alongside contrasting consumer sentiments and stable employment statistics. Draho provides positioning recommendations from the latest UBS House View, guiding investors to seek quality assets amid volatility.
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