Jason Dreho
Head of Asset Allocation for the Americas at the UBS Chief Investment Office, providing macro and portfolio positioning insights for investors.
Best podcasts with Jason Dreho
Ranked by the Snipd community
Mar 23, 2026 • 17min
Top of the Morning: CIO Strategy Snapshot - Shocked but not awed
Jason Dreho, Head of Asset Allocation Americas at UBS CIO, provides macro and portfolio positioning insight. He discusses the Fed meeting and how central bank moves have re-priced rates. He assesses stagflation risk and why recent market moves reflect inflation shocks rather than growth fears. He outlines practical positioning: stay invested, diversify, trim cyclicals, and consider short-duration bonds and gold.
