Top of the Morning: CIO Strategy Snapshot - An assessment of recent market pricing

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

Opublikowano: 2026-10-26

Markets continue to weigh the cost of and potential returns of AI-buildout, the path forward for interest rates, Q3 corporate earnings, and the quickly approaching US midterm elections. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, joins to assess this range of factors, along with shares the latest positioning recommendations and messaging per the latest UBS House View update. Host: Daniel Cassidy