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Top of the Morning: CIO Strategy Snapshot - Shocked but not awed
Published 1 week ago
Description
As the U.S.-Iran War enters week four, we assess the impacts to financial markets and the risk of escalation. We also assess the outcome of last week’s FOMC meeting and what it suggests about the road ahead for monetary policy. Plus, a look at portfolio positioning recommendations from CIO. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy