Top of the Morning: CIO Strategy Snapshot - Sustainability of the AI trade

Despite Q3 corporate earnings results rolling in, investors over the past week have seemed more focused on the sustainability of the AI trade and cost of funding. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, weighs in on the factors that are driving investor sentiment, along with what the inflation and retail sales data reveals about the current macro environment. Plus, thoughts on portfolio positioning. Host: Daniel Cassidy