UBS On-Air: Market Moves

Top of the Morning: CIO Strategy Snapshot - Coming up roses

Sep 30, 2024
Jason Draho, Head of Asset Allocation Americas at UBS Chief Investment Office, joins the discussion to dissect the U.S. economy as the third quarter wraps up. He offers insights into the recent surge of 20-30% in Chinese stocks, weighing its implications amid political uncertainties. The conversation dives into the labor market’s health and its potential impact on Federal Reserve policies, while also providing strategies for investors to navigate volatility as we approach year-end. Draho emphasizes prioritizing quality equities and fixed income for a stable outlook.
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