
UBS On-Air: Market Moves Top of the Morning: CIO Strategy Snapshot - Summer sequel?
May 6, 2024
Jason Draho, Head of Asset Allocation Americas at UBS Chief Investment Office, discusses the return of a 'goldilocks' environment post April FOMC meeting. Insights on positioning considerations for current market environment, potential rate cuts by the Fed, and strategic portfolio positioning amid market shifts are highlighted in this episode.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Analysis of April Jobs Report and Labor Market Dynamics
04:17 • 3min
Market Analysis: Exploring a Potential Return to Goldilocks Conditions
07:13 • 3min
Strategic Considerations for Portfolio Positioning Amid Market Developments
10:29 • 3min
Market Reflections and Portfolio Insights with Jason Dreyho
13:11 • 3min
