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 economic trajectory of the US economy in 2021, expectations for earnings growth, trends that might remain with us as a result of the pandemic, the future of monetary and fiscal policy and more. Featured are Jason Draho, Head of Asset Allocation Americas for the UBS Chief Investment Office, and Richard Bernstein, Chief Executive Officer and Chief Investment Officer, Richard Bernstein Advisors (RBA). Host: Daniel Cassidy
