Top of the Morning: CIO Strategy Snapshot - What’s driving the markets?

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UBS On-Air: Market Moves not yet transcribed

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Recorded06 Oct 2025

Publishersecure.ubs.com

Handlerec:4542408

Show notes

Jason drops by the studio to explain why markets recently have continued their move higher, despite the ongoing U.S. government shutdown and missing economic indicators. We also assess the health of the US labor market with available data-points from last week, and review CIO’s current portfolio positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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