# Top of the Morning: CIO Strategy Snapshot - Midsummer market assessment

Page: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-cio-strategy-snapshot-midsummer-market-assessment
Text version: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-cio-strategy-snapshot-midsummer-market-assessment.md
Podcast: [UBS On-Air: Market Moves](https://stenobird.com/podcast/ubs-on-air-market-moves-2992243)
Published: 2026-07-27T18:06:00+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/260727 - Top of the Morning.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/260727 - Top of the Morning.mp3
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JSON: https://stenobird.com/v1/public/podcasts/ubs-on-air-market-moves-2992243/episodes/top-of-the-morning-cio-strategy-snapshot-midsummer-market-assessment
Duration seconds: 1130

## Resource

As we approach the middle of the summer, investors continue to deal with a number of pesky market risks, including the prospect of the Fed hiking rates, a resumption of hostilities between the US and Iran, a new wave of tariffs, and ongoing concerns about AI capex spending. Yet through all of that the S&P 500 has been relatively steady. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, joins to assess the current market environment, and shares CIO’s positioning recommendations. Host: Daniel Cassidy

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## Transcript

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