Top of the Morning: CIO Strategy Snapshot - Mid-year checkup
UBS On-Air: Market Moves · Podcast owner
June 30, 202519m 43s
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Show Notes
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