Top of the Morning: CIO Strategy Snapshot - What’s driving market performance?

Top of the Morning: CIO Strategy Snapshot - What’s driving market performance?

June 1, 2026 · 18 min

About this episode

Jason Draho discusses the current market conditions and investment outlook as US equities show strong performance.

June has commenced and summer is just around the corner. US equities however have not waited for summer to heat up, as the S&P 500 last week completed its ninth straight positive week. There exists however concern that this rally is overdone and at risk of a pullback. Jason Draho, Head of Asset Allocation Americas, reflects on current market conditions, drivers and provides an investment outlook. Host: Daniel Cassidy

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