How should I be positioned? with Paula Campbell Roberts (KKR) and Jason Draho (UBS CIO)

UBS On-Air: Market Moves
31/10/2025 34 min

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Episode Synopsis

Paula re-joins Jason in studio for a discussion around the US macroeconomic environment, including an outlook for growth, and Fed rate cuts. We also discuss the factors driving equity market momentum, valuations, and portfolio positioning preferences. Featured is Paula Campbell Roberts, Chief Investment Strategist for Global Wealth, Global Client Solutions, Global Macro and Asset Allocation at KKR, and Jason Draho, Head of Asset Allocation Americas at the UBS Chief Investment Office. Host: Daniel Cassidy

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