# Top of the Morning: CIO Strategy Snapshot - In the Knick of time

Page: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-cio-strategy-snapshot-in-the-knick-of-time
Text version: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-cio-strategy-snapshot-in-the-knick-of-time.md
Podcast: [UBS On-Air: Market Moves](https://stenobird.com/podcast/ubs-on-air-market-moves-2992243)
Published: 2026-06-15T16:04:00+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/260615%20-%20Top%20of%20the%20Morning.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/260615%20-%20Top%20of%20the%20Morning.mp3
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Duration seconds: 854

## Resource

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

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## Transcript

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