EPISODE · Aug 26, 2026 · 21 MIN
Top of the Morning: CIO Strategy Snapshot - Policy Endgame
Higher interest rates and government finances have been in the spotlight over the past week, with investor attention focused on possible policy responses this week and beyond. Financial markets have been struck by these developments, though have remained resilient as the summer nears an end. Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, reflects on these developments and shares guidance around portfolio positioning. Host: Daniel Cassidy
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Top of the Morning: CIO Strategy Snapshot - Policy Endgame
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