UBS On-Air: Market Moves

Top of the Morning: CIO Strategy Snapshot - Putting up with it

Apr 15, 2024
Jason Draho, Head of Asset Allocation Americas at UBS Chief Investment Office, delves into the current market outlook, Fed rate cut predictions, portfolio positioning guidance, and the impact of macro data on investments. Discussions include rising bond yields, global cycles, inflation concerns, and market volatility, offering valuable insights for investors.
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1
Introduction
00:00 • 4min
2
Economic Analysis: Growth Resilience and Inflation Concerns
03:43 • 4min
3
Analysis of Fed Rate Cut Outlook and Portfolio Strategy
07:56 • 6min
4
Market Update and Portfolio Positioning
13:39 • 2min