# Top of the Morning: CIO Strategy Snapshot - What’s driving market performance?

Page: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-cio-strategy-snapshot-what-s-driving-market-performance
Text version: https://stenobird.com/podcast/ubs-on-air-market-moves-2992243/top-of-the-morning-cio-strategy-snapshot-what-s-driving-market-performance.md
Podcast: [UBS On-Air: Market Moves](https://stenobird.com/podcast/ubs-on-air-market-moves-2992243)
Published: 2026-06-01T20:44:00+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/250601%20-%20Top%20of%20the%20Morning.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/250601%20-%20Top%20of%20the%20Morning.mp3
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Duration seconds: 1081

## Resource

June has commenced and summer is just around the corner. US equities however have not waited for summer to heat up, as the S&P 500 last week completed its ninth straight positive week. There exists however concern that this rally is overdone and at risk of a pullback. Jason Draho, Head of Asset Allocation Americas, reflects on current market conditions, drivers and provides an investment outlook. Host: Daniel Cassidy

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## Transcript

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