Top of the Morning: CIO Strategy Snapshot - Navigating geopolitical & policy risk

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Recorded16 Jun 2025

Publishersecure.ubs.com

Handlerec:4542665

Show notes

We begin the week by covering the conflict involving Israel and Iran, along with the potential market impacts (including to oil prices). Plus, a preview of this week’s G-7 summit in Canada, along with the FOMC meeting. We conclude by outlining portfolio considerations when it comes to navigating geopolitical and policy risk. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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