# Top of the Morning: CIO Strategy Snapshot - Second half outlook

Page: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-cio-strategy-snapshot-second-half-outlook
Text version: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-cio-strategy-snapshot-second-half-outlook.md
Podcast: [UBS On-Air: Market Moves](https://stenobird.com/podcast/ubs-on-air-market-moves-2992243)
Published: 2026-06-29T18:57:00+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/260629%20-%20Top%20of%20the%20Morning.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/260629%20-%20Top%20of%20the%20Morning.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-second-half-outlook
Duration seconds: 1260

## Resource

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

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## Transcript

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