# 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-4
Text version: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-cio-equity-pulse-monthly-performance-update-outlook-4.md
Podcast: [UBS On-Air: Market Moves](https://stenobird.com/podcast/ubs-on-air-market-moves-2992243)
Published: 2026-07-17T13:04:39+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/260716 - Top of the Morning_Equities.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/260716 - Top of the Morning_Equities.mp3
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Duration seconds: 1059

## 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 updates on the three bull market growth drivers, shares expectations for the Q2 corporate earnings season, reviews positioning preferences and risk considerations. Plus, a look at performance of non-US equity markets. Host: Daniel Cassidy

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## Transcript

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