Jon Cheigh

President and Chief Investment Officer of Cohen & Steers, focused on real assets and real estate investment strategies with expertise in inflation, infrastructure, and property markets.

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Mar 27, 2026 • 36min

How should I be positioned? with Jon Cheigh (Cohen & Steers) and Jason Draho (UBS CIO)

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.

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