EPISODE · Apr 20, 2026 · 14 MIN
Top of the Morning: CIO Strategy Snapshot - Baker’s dozen
Financial markets ended last week on a high note on the hope that further ceasefire negotiations would bring a lasting end to the US-Iran war. Those hopes were at least temporarily dashed on Sunday, but investors do have the continuation of Q1 earnings season to distract them from the conflict. Jason Draho, Head of Asset Allocation Americas, joins to discuss this all, along with considerations for portfolio positioning. Host: Dan Cassidy
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Top of the Morning: CIO Strategy Snapshot - Baker’s dozen
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