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.

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.

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!

Jason Draho, the Head of Asset Allocation Americas at UBS Chief Investment Office, sheds light on recent market rotations and what drives these changes. He discusses the disparities between tech and small-cap stocks, along with the implications of inflation trends and upcoming earnings reports. As the July jobs report approaches, he highlights critical labor market indicators and their potential impact on investment strategies. Draho also offers insights on portfolio positioning, emphasizing a balanced approach amidst current market dynamics.

Paula Campbell Roberts from KKR and Jason Draho from UBS CIO discuss US macroeconomy, growth outlook, inflation, and Fed rate cuts. They highlight portfolio positioning preferences, economic uncertainties, gold's role in investments, productivity growth impact on GDP and inflation rates, market trends, investment strategies in 2022, and valuation discounts in mid and small cap companies.

Jason Draho and Russ Koesterich discuss the current market and macro environment for 2024. Topics include asset allocation preferences, economic conditions and risks, investment opportunities in Japan and India, market rotation and macro outlook, and final thoughts on investment strategies.

Join Jason Draho, Head of Asset Allocation Americas at UBS, as he dives into the current state of the US economy and the intricacies of recent market performance. He discusses the mixed signals from August's payroll report and what it means for potential recessions. The conversation also highlights anticipated Fed rate cuts and their impact on investor sentiment, particularly in the tech and AI sectors. Finally, Jason shares valuable strategies for navigating investment risks in this uncertain economic climate.

Jason Draho, Head of Asset Allocation Americas at UBS, shares his insights on the recent rebound in U.S. equity markets after a rocky start. He discusses key economic indicators—like inflation and retail sales—that could shape investor sentiment. Cautious optimism lingers as he highlights strategies for navigating market uncertainties. Draho emphasizes the importance of maintaining a long-term perspective and focusing on quality investments amidst fluctuations, guiding investors through these tumultuous times.

Jason Draho, Head of Asset Allocation Americas, discusses the market implications of President Biden not running in 2024 and why the recent rotation trade may reverse. Key topics include CIO's investment outlook, Trump trade impact, and current positioning recommendations from the UBS House View.