Episode
Top of the Morning: CIO Strategy Snapshot - In the Knick of time
- Podcast
- UBS On-Air: Market Moves
- Published
- Jun 15, 2026
- Duration seconds
- 854
- Processing state
not_requested
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Summary
While it was an exciting weekend for sports fans, it was also a notable weekend on the geopolitical front, with the US and Iran having agreed to a deal that will re-open the Strait of Hormuz. We discuss what this means for the markets, along with what investors will watch for during this week’s highly anticipated FOMC meeting. Plus, a review of CIO’s current positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy