Top of the Morning: CIO Equity Pulse - Monthly performance update & outlook
From UBS On-Air: Market Moves by Client Strategy Office
May 26, 2026 · 19 min
About this episode
David Lefkowitz discusses the factors driving US equity performance and provides updates on market outlook and risk considerations.
Join David Lefkowitz, Head of Equities Americas, each month for a look at the factors that are driving performance across US equities. We also cover risk considerations, thematic focuses, and positioning recommendations from the UBS Chief Investment Office (as outlined within the latest UBS House View). This month, David explains CIO’s continued positive outlook for US equities, along with updates to S&P 500 price targets and earnings estimates. Plus, a review and risk considerations, spanning geopolitical factors and interest rate movement. Host: Daniel Cassidy
People in this episode
Host: Daniel Cassidy
Guest: David Lefkowitz
Topics covered
- US equities
- performance update
- market outlook
- risk considerations
- thematic focuses
- positioning recommendations
Keywords
- equities
- performance
- market outlook
- risk factors
- S&P 500
- earnings estimates
- geopolitical factors
- interest rates
Mentioned in this episode
Organizations: UBS Chief Investment Office, UBS, S&P 500
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