UBS On-Air: Market Moves Top of the Morning: CIO Strategy Snapshot - UBS House View
Jun 24, 2024
Jason Draho from UBS discusses pivotal events like the US election and AI's impact on markets. They explore global rate cuts' effects, AI's influence on equity returns, managing market volatility in the 2024 election, and UBS CIO's latest investment preferences, including a focus on Gold and tech exposure.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 3min
Analyzing Expectations for Lower Rates and Market Preparation
02:41 • 3min
Exploring the Impact of Artificial Intelligence on Equity Returns and Investment Strategies
05:46 • 3min
Managing Investor Risk and Market Volatility Surrounding the 2024 Election
08:59 • 3min
UBS Chief Investment Office's Recent Investment Preferences
11:51 • 5min