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UBS On-Air: Market Moves
Top of the Morning: CIO Strategy Snapshot - 180 or 360? (Election update)
Jul 22, 2024
Jason Draho, Head of Asset Allocation Americas, discusses the market implications of President Biden not running in 2024 and why the recent rotation trade may reverse. Key topics include CIO's investment outlook, Trump trade impact, and current positioning recommendations from the UBS House View.
19:41
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Quick takeaways
- President Biden's withdrawal has little impact on CIO's election scenario outlook.
- Rotation trade shift towards small caps driven by economic data surprises.
Deep dives
Impact of President Biden Dropping Out of Election on Investment Outlook
President Biden dropping out of the 2024 election cycle has minimal impact on the CIO's view of the election scenarios and investment outlook. The likelihood of Kamala Harris being the nominee suggests policy continuity similar to Biden's. Market movements remain subtle with no significant changes in predictions across different political scenarios.
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