UBS On-Air: Market Moves

Top of the Morning: CIO Strategy Snapshot - Implications of higher rates

September 29, 2026·14 min
Episode Description from the Publisher

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

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