Top of the Morning: CIO Strategy Snapshot - Hard over soft

With US equity markets having reached all-time record closes, Jason weighs the ‘sell in May, and go away’ narrative, and discusses how investors should consider positioning in light of current market levels. We also reflect on the latest round of inflation data, as well as near-term market drivers. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy