Top of the Morning: CIO Strategy Snapshot: The calm - that refreshes?

In this discussion, Jason Draho, Head of Asset Allocation Americas at UBS Chief Investment Office, dives into recent market fluctuations and shares insights on the evolving economic landscape. He assesses the resilience of the US economy amidst mixed growth signals, highlighting the strength of consumer finances. Jason also explores changes in investor behavior and strategizes around market positioning, emphasizing quality tech assets to navigate uncertainty. As corporate buybacks rise, optimism for recovery shines through.