Top of the Morning: CIO Strategy Snapshot - Mid-year checkup

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UBS On-Air: Market Moves not yet transcribed

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Recorded30 Jun 2025

Publishersecure.ubs.com

Handlerec:4542630

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As we officially move into the second-half of 2025, Jason assesses the factors that have driven recent market performance and investor sentiment, along with outlines CIO’s near-to-medium term market outlook. Plus, a review the portfolio positioning recommendations per the July UBS House View. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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