Top of the Morning: CIO Strategy Snapshot - US-Iran conflict: Assessing the market & macro impacts episode artwork

EPISODE · Mar 16, 2026 · 19 MIN

Top of the Morning: CIO Strategy Snapshot - US-Iran conflict: Assessing the market & macro impacts

from UBS On-Air: Market Moves

We are now in the third week of the US-Iran conflict and investors remain focused on how long it could last and the potential economic consequences. There are other developments relevant for the investment outlook, including economic data and how the Fed incorporates the oil price shock into its decision-making at the FOMC meeting this week. Jason Draho, Head of Asset Allocation Americas, from the UBS Chief Investment Office, discusses this all, and how position portfolios. Host: Daniel Cassidy

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Top of the Morning: CIO Strategy Snapshot - US-Iran conflict: Assessing the market & macro impacts

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