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Top of the Morning: CIO Strategy Snapshot - The next chapter
Published 1 month, 3 weeks ago
Description
Following this past weekend’s US-Iran peace talks in Pakistan, investors are left with fresh uncertainty as to how the conflict evolves from here. As the US blockade of Iranian ports takes effect today, we discuss how markets are digesting these developments, and what could drive market movement down the line as investors search for a new market narrative. Plus, a look at portfolio positioning guidance from CIO. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy