Top of the Morning: CIO Strategy Snapshot - Shocked but not awed episode artwork

EPISODE · Mar 23, 2026 · 17 MIN

Top of the Morning: CIO Strategy Snapshot - Shocked but not awed

from UBS On-Air: Market Moves

As the U.S.-Iran War enters week four, we assess the impacts to financial markets and the risk of escalation. We also assess the outcome of last week’s FOMC meeting and what it suggests about the road ahead for monetary policy. Plus, a look at portfolio positioning recommendations from CIO. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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Top of the Morning: CIO Strategy Snapshot - Shocked but not awed

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