Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook

Podcast: UBS On-Air: Market Moves · Client Strategy Office

Opublikowano: 2026-10-23

Join David Lefkowitz, Head of Equities Americas, each month for a look at the factors that are driving performance across US equities. We also cover risk considerations, thematic focuses, and positioning recommendations from the UBS Chief Investment Office (as outlined within the latest UBS House View). This month, David reflects on the factors that are driving equity markets, including oil prices, AI, Fed monetary policy, Q3 corporate earnings, and the upcoming US midterm election. Plus, an outlook for equities into year-end, and the latest positioning views. Host: Daniel Cassidy