Episode
Top of the Morning: CIO Strategy Snapshot - Second half outlook
- Podcast
- UBS On-Air: Market Moves
- Published
- Jun 29, 2026
- Duration seconds
- 1260
- Processing state
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Summary
As the second half of 2026 soon approaches, Jason spends time this week outlining CIO’s macro and market expectations (including expectations for Fed policy under Chair Warsh), and reviews positioning recommendations along with key messages. Plus, a look at the drivers behind recent market volatility. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy