# Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook

Page: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-cio-equity-pulse-monthly-performance-update-outlook-2
Text version: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-cio-equity-pulse-monthly-performance-update-outlook-2.md
Podcast: [UBS On-Air: Market Moves](https://stenobird.com/podcast/ubs-on-air-market-moves-2992243)
Published: 2026-06-19T18:23:00+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/260618%20-%20Top%20of%20the%20Morning_Equity%20pulse.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/260618%20-%20Top%20of%20the%20Morning_Equity%20pulse.mp3
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Duration seconds: 991

## Resource

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 discusses how much new equity issuance there could be this year from both IPOs and existing companies, explains CIO’s continued positive outlook for US equities, and how he’s thinking about monetary policy under Fed Chairman Kevin Warsh. Host: Daniel Cassidy

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## Transcript

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