Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
About this episode
David Lefkowitz discusses the performance and outlook of US equities amidst geopolitical uncertainty.
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 explains CIO’s positive outlook for US equities, reflects on why equity markets have shown resiliency despite ongoing geopolitical uncertainty, outlines the risk factors that could trigger volatility, and reviews Q1 earnings results at the mid-point. Host: Daniel Cassidy
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