Top of the Morning: CIO Strategy Snapshot - Investing in a fast-changing world

About this episode

Jason Draho discusses the latest allocation recommendations and market assessments in a fast-changing world.

Jason Draho, Head of Asset Allocation Americas, drops by to review the latest allocation recommendations and key messages from the UBS Chief Investment Office, per the May edition of the UBS House View. We also assess how the markets are now viewing the US-Iran War, performance of Q1 corporate earnings, and what to expect from this week’s FOMC meeting. Host: Daniel Cassidy

People in this episode

Host: Daniel Cassidy

Guest: Jason Draho

Topics covered

• investment strategy
• market analysis
• US-Iran War
• corporate earnings
• FOMC meeting

Keywords

• asset allocation
• UBS House View
• market performance
• corporate earnings
• FOMC

Mentioned in this episode

Organizations: UBS Chief Investment Office, UBS

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