Top of the Morning: CIO Strategy Snapshot - Start of the summer

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Recorded23 Jun 2025

Publishersecure.ubs.com

Handlerec:4542649

Show notes

With the summer season now officially underway, it is already shaping up to be an eventful one for investors. In addition to this past weekend’s geopolitical developments in the Middle East, policy developments on tariffs and taxes, the potential impact of tariffs on the economy, and corporate earnings will keep investors preoccupied. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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