Top of the Morning: CIO Strategy Snapshot - Positioning in light of valuations and unknowns

Summary: As we embark on a new week we take notice of how risk assets have reached record territory, despite unknowns surrounding the prospects for further fiscal relief out of Washington and rising nationwide COVID-19 case counts. Today we discuss how to think about positioning in light of those unknowns and current valuations. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy