
Top of the Morning: CIO Strategy Snapshot - Implications of higher rates
Mittwoch, 30. September 2026 · 14 min
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Shownotes
The rise in treasury yields continues to be top of mind for investors - Jason Draho, Head of Asset Allocation Americas from the UBS Chief Investment Office, explains why they’re rising. We also touch on an outlook for oil prices, new developments in agentic AI, and what it all means for your portfolio. Host: Daniel Cassidy