How should I be positioned? with Jeffrey Sherman (DoubleLine) and Jason Draho (UBS CIO)
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Jeffrey Sherman, is the Deputy Chief Investment Officer, and Portfolio Manager at DoubleLine Capital. Jeffrey joined Jason Draho, UBS CIO Head of Asset Allocation Americas, at the 1285 podcast studio to exchange views on a range of topics, including how the current geopolitical l
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4 itemsHow should I be positioned? with Jon Cheigh (Cohen & Steers) and Jason Draho (UBS CIO)
How should I be positioned? with Jon Cheigh (Cohen & Steers) and Jason Draho (UBS CIO)
Lead — 4-6 sentences. The current geopolitical climate, particularly the ongoing U.S.-Iran conflict, has led to a cautious investment outlook for 2026 despite a stable long-term view, as stated by Jon Cheigh and Jason Draho. The desk interprets this stance as indicative that while immediate risks are acknowledged, the broader growth expectations remain intact. Per the full note [source], there is cautious optimism about growth, which may not align with market volatility in the near term. This sets the stage for potential shifts in FX positioning as traders navigate through these uncertain waters while eyeing central bank signals.