UBS Year Ahead 2026 - Escape velocity?

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Recorded20 Nov 2025

Publishersecure.ubs.com

Handlerec:4542301

Show notes

As 2025 nears an end, Jason Draho outlines the market and macro expectations of the UBS Chief Investment Office for 2026. We also consider whether AI can power the market even higher? How will governments manage rising debt? And how will politics shape markets in 2026? Plus, a review of key portfolio messages and positioning recommendations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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