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.

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.

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.

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.

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.

In a revealing conversation with Jason Draho, Head of Asset Allocation Americas at UBS, key insights emerge on the current economic landscape. He analyzes signs of labor market softness and rising layoffs while discussing trends in inflation, indicating a potential easing in Fed policy. Draho explains the concept of 'running hot' and its implications for GDP growth. He also offers market positioning advice, highlighting cyclical strength and preferred asset classes. Get ready for an informed look at upcoming economic data and the impact on investment strategy!

In this insightful discussion, Jason Draho, Head of Asset Allocation Americas at UBS, shares his expertise on economic trends and investment strategies. He highlights the importance of two key numbers: the neutral Fed funds rate and nominal GDP growth. Jason explains how a pro-nominal growth policy can ease debt sustainability and influence market movements. He also discusses the impact of recent U.S.-China trade developments and strong earnings on market highs, alongside expectations for an upcoming Fed interest rate cut.

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.