Top of the Morning: CIO Strategy Snapshot - Don’t call it a comeback

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Recorded14 Jul 2025

Publishersecure.ubs.com

Handlerec:4542596

Show notes

Jason weighs in on range of top-of-mind topics to begin the week, including the resurgence of tariff and Fed independence concerns, along with a preview of the upcoming earnings season and June inflation data. We also touch on why the “Roaring 20s” regime is still in play, and review CIO’s current market outlook and positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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