UBS On-Air: Market Moves

How should I be positioned? with Dan Ivascyn (PIMCO) and Jason Draho (UBS CIO)

July 29, 2026·35 min
Episode Description from the Publisher

Dan rejoins the conversation with Jason to exchange thoughts on how to approach asset allocation in today’s market and macro environment. We also spend time weighing potential directions for US monetary policy, along with geopolitical considerations, and factors that could impact fixed income return throughout the second-half of the year. Featured are Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office, and Dan Ivascyn, Group Chief Investment Officer for PIMCO. Host: Daniel Cassidy

Podzilla Summary coming soon

Sign up to get notified when the full AI-powered summary is ready.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.

Listen to This Episode

Get summaries like this every morning.

Free AI-powered recaps of UBS On-Air: Market Moves and your other favorite podcasts, delivered to your inbox.

Get Free Summaries →

Free forever for up to 3 podcasts. No credit card required.