Summary: On this podcast we like to showcase the UBS House View recommendations versus those of our colleagues from partner asset manager firms. We also touch on timely macro developments and discuss how global markets and asset classes are being impacted. Today we focus on the outcome of the recent US election, as well as some notable developments on the COVID-19 vaccine front, and the implications of both to markets, economic growth and portfolios. Featured are Jason Draho, Head of Asset Allocation Americas for the UBS Chief Investment Office, and Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for JPMorgan Asset Management. Dr. Kelly is a member of the UBS Research Advisory Board. Host: Daniel Cassidy
