Top of the Morning: POTUS 47 - Ceasefire: Our investment perspectives episode artwork

EPISODE · Apr 8, 2026 · 16 MIN

Top of the Morning: POTUS 47 - Ceasefire: Our investment perspectives

from UBS On-Air: Market Moves

In the wake of the U.S., Israel, and Iran agreeing to a two-week ceasefire, Kurt Reiman, Head of Fixed Income Americas, and Shane Lieberman, Senior Governmental Affairs Advisor, drop by for a timely discussion on whether this development could presage a sustainable end to the conflict, the unresolved issues to be mindful of, and how to position portfolios during times of geopolitically driven uncertainly. Plus, an early look at U.S. midterm election polling, and what certain outcome scenarios in November could mean for the markets. Host: Daniel Cassidy

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Top of the Morning: POTUS 47 - Ceasefire: Our investment perspectives

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