Top of the Morning: CIO Strategy Snapshot - Navigating volatility

In this episode of the UBS Market Moves podcast, host Shiavon Chatman interviews Jason Draho, Head of Asset Allocation Americas, about recent market events. They discuss the U.S.-China trade tensions, including tariffs and potential meetings between Presidents Trump and Xi, and the possible de-escalation of these tensions. The conversation covers the S&P 500's recent decline and the potential for a market bubble, as well as the upcoming third-quarter earnings season and what to expect from financial results. Jason provides investment recommendations, including adding exposure to equities during pullbacks, with a focus on financials and technology, favoring higher quality fixed income like securitized credit, and using gold as a diversifier.