Jason Draho

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 Chief Investment Office, provides keen insights into current economic data and policy shifts. He analyzes January's inflation trends and disappointing retail sales, unveiling mixed signals in the U.S. economy. The conversation also highlights the intricate federal budget negotiations and their potential impact on market stability. Draho shares key strategies for navigating uncertainty, focusing on the resilience of the S&P 500 and tech sectors, while emphasizing inflation hedges for investors.

Jason Draho, Head of Asset Allocation Americas at UBS, shares valuable insights on the July inflation data, suggesting a positive market outlook despite modest inflation trends. He raises concerns over political interference affecting economic data reliability and discusses its implications for investments. Anticipating Fed Chair Jay Powell's speech at Jackson Hole, Draho emphasizes the significance for monetary policy. He also offers investment strategies amidst geopolitical uncertainties, advocating for equities, high-quality fixed income, and gold for protection.

Join Jason Draho, Head of Asset Allocation Americas at UBS Chief Investment Office, as he delves into pivotal market trends and economic shifts. He previews a week packed with Q2 earnings and discusses the upcoming FOMC meeting's implications. Jason reflects on the recent trade dynamics between the EU and Japan, forecasting tariff impacts. He also explores the critical transition of risk management from public to private sectors and highlights the significance of AI investments in shaping future market strategies.

Join Jason Draho, Head of Asset Allocation Americas at UBS, as he dives into the recent surge in U.S. equities and whether investors are ahead of the curve amidst ongoing macro uncertainty. He explores the implications of U.S. exceptionalism for economic growth, emphasizing the role of productivity in maintaining it. The discussion also covers how recent trade developments and the Federal Reserve's actions are shaping market sentiments, alongside strategic insights for navigating current volatility, especially in tech and equities.

In this discussion with Jason Draho, Head of Asset Allocation for the Americas at UBS, listeners gain insights from the Jackson Hole Symposium and Fed Chair Powell's impactful speech. Jason elaborates on potential shifts in monetary policy and what they could mean for interest rates. He also highlights recent trends in the S&P 500, including the surge in small-cap stocks and sector rotations. Additionally, he shares the latest asset allocation recommendations, emphasizing a positive outlook for equities and strategic investment opportunities.

Ken Caplan, Global Co-Chief Investment Officer at Blackstone, and Jason Draho, Head of Asset Allocation Americas at UBS, dive into the shifting landscape of investment strategies. They dissect the U.S. economy's resilience amidst challenges in consumer spending. The duo discusses promising sectors like logistics and rental housing, and the growing significance of data centers in AI investments. They also explore global opportunities, particularly the optimistic outlook for India's economy and the evolving dynamics across Europe and Asia.

Join Joe Davis, Vanguard's Global Chief Economist, and Jason Draho, UBS's Head of Asset Allocation for the Americas, as they dive into the current U.S. economic landscape. They discuss the resilience of the economy amidst changing tariff dynamics and examine the promising role of AI in boosting productivity. The conversation also touches on the complexities of bond markets, the importance of diversification in investment strategies, and the future of monetary policy amid shifting global trends.

Jason Draho serves as the Head of Asset Allocation Americas at UBS Chief Investment Office, specializing in asset allocation and market analysis. He dives into potential sources of market volatility, from economic data uncertainties to Fed policy and the upcoming U.S. election. The conversation highlights the strategic use of options trading and recent economic indicators like CPI and PPI. Draho also discusses China's cautious fiscal plans and explores promising sectors, alongside fixed income and alternative investments like oil and gold for stability.

Jason Draho, the Head of Asset Allocation Americas at UBS Chief Investment Office, dives into the current market turmoil. He explores the causes behind the recent sell-off, including macroeconomic signals and recession fears. Jason shares insights on investor sentiment, revealing a 20-25% chance of a recession in the next year. He contrasts traditional cautious strategies with aggressive moves by hedge funds, particularly spotlighting opportunities in the tech sector. Stay informed and ready to navigate these volatile times!