Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
About this episode
David Lefkowitz provides a monthly update on US equity performance and outlook, discussing key growth drivers and risk considerations.
Join David Lefkowitz, Head of Equities Americas, each month for a look at the factors that are driving performance across US equities. We also cover risk considerations, thematic focuses, and positioning recommendations from the UBS Chief Investment Office (as outlined within the latest UBS House View). This month, David updates on the three bull market growth drivers, shares expectations for the Q2 corporate earnings season, reviews positioning preferences and risk considerations. Plus, a look at performance of non-US equity markets. Host: Daniel Cassidy
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