Top of the Morning: CIO Strategy Snapshot - Investing in a fast-changing world

Top of the Morning: CIO Strategy Snapshot - Investing in a fast-changing world

April 27, 2026 · 20 min

About this episode

Jason Draho discusses the latest allocation recommendations and market assessments in a fast-changing world.

Jason Draho, Head of Asset Allocation Americas, drops by to review the latest allocation recommendations and key messages from the UBS Chief Investment Office, per the May edition of the UBS House View. We also assess how the markets are now viewing the US-Iran War, performance of Q1 corporate earnings, and what to expect from this week’s FOMC meeting. Host: Daniel Cassidy

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