Top of the Morning: CIO Strategy Snapshot - A better risk-reward distribution

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Recorded20 Oct 2025

Publishersecure.ubs.com

Handlerec:4542372

Show notes

Jason joins to outline the current positioning recommendations and investment outlook from CIO (per the November UBS House View), including thinking behind the upgraded view on equities. We also cover investment risks for the current environment, highlight factors that underpin CIO’s investment outlook, and review the latest messages in focus. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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