Jason Draho

In this enlightening discussion, Cliff Asness, co-founder of AQR Capital Management, known for his insights on market efficiency, and Jason Draho, UBS's Head of Asset Allocation, dive into the dynamics of today's financial landscape. They explore the impact of electronic trading and AI on investment strategies, the rise of bubbles fueled by social media, and the challenges of stock-picking in a rapidly changing market. Their insights on adapting portfolios to uncertainty emphasize diversification and trend-following as vital approaches.

Jason Draho, Head of Asset Allocation Americas at UBS CIO, offers macro and asset allocation perspective. He discusses how the US-Iran conflict may affect oil prices and Fed timing. He covers potential GDP drag from higher energy, tax-refund dynamics that could boost growth, and portfolio moves like diversification, commodities and AI exposure.

Richard Bernstein, the visionary founder of Richard Bernstein Advisors, joins Jason Draho, the savvy Head of Asset Allocation Americas for UBS, to discuss future market dynamics and positioning strategies for 2026. They delve into the surprising GDP growth of 2025 and provide insights on the Fed's potential influence. Topics include the impact of AI on investment narratives and the importance of focusing on quality and dividend stocks. The guests also tackle the risks associated with bubbles and explore fixed income strategies favoring high-quality securitized assets.

In this engaging discussion, Jason Draho, Head of Asset Allocation Americas at UBS, dives into the geopolitical and policy currents shaping markets in early 2026. He tackles President Trump’s Greenland ambitions, assessing the market risks of potential tariffs. Jason also previews crucial announcements from Davos focused on housing and energy. Additionally, he examines the speculation around Fed chair candidates and discusses the implications of Japan's snap election on global rates. His insights provide a nuanced outlook for investors amid these dynamic challenges.

Paula Campbell Roberts is the Chief Investment Strategist at KKR, focusing on macro views and asset allocation, while Jason Draho leads asset allocation at UBS. They delve into the dynamics of the U.S. economy, discussing GDP growth amidst a soft labor market. AI's influence on growth and its investment trajectory is highlighted, along with the implications of a higher-for-longer interest rate regime. They also consider global equity performance and recommend strategic investments in private credit, infrastructure, and selective real estate.

Jason Draho, UBS Head of Asset Allocation Americas, discusses the potential for a 'Roaring 20s' in the US economy, covering factors like capex boom, green energy transition, and security. He also talks about bond strategies, inflation impacts, and deglobalization trends.

Jason Draho, Head of Asset Allocation Americas at UBS CIO, provides portfolio positioning and macro commentary. He discusses market reactions to U.S.-Iran tensions, a shift from inflation to growth worries, and signals pointing to rising growth risk. He explains how a prolonged conflict could disrupt oil and drag growth, and outlines which economic data to watch next.

Jason Draho, UBS CIO Head of Asset Allocation Americas, gives macro and asset allocation perspective. Jon Cheigh, President & CIO of Cohen & Steers, brings real assets and real estate expertise. They discuss geopolitics and supply‑chain re‑industrialization. They cover AI’s demand for data centers and hardware, inflation’s persistence and implications for real estate, and why hard assets may be early in a long cycle.

In this insightful discussion, Jason Draho, Head of Asset Allocation for the Americas at UBS, shares his expertise on macroeconomic trends and portfolio strategies. He delves into the expectations around a December Fed rate cut and the implications of a likely new Fed Chair, Kevin Hassett. Jason also highlights the impact of a government shutdown on economic data and explores the reasons behind recent market rebound, linking it to shifting investor sentiment toward AI and growth sectors.

In this discussion, Jason Draho, Head of Asset Allocation Americas at UBS, shares insights on the implications of the recent U.S. government shutdown on economic data releases. He explains the expected timing for key reports and discusses the Fed's cautious approach to a potential December rate cut. Jason also delves into market volatility driven by AI trade fatigue and evaluates how policy changes under a possible Trump 2.0 administration could impact inflation and Fed decisions. This insightful conversation offers a fresh perspective on navigating current market challenges.