How should I be positioned? with Richard Bernstein (RBA) and Jason Draho (UBS CIO)
UBS On-Air: Market Moves · Podcast owner
December 5, 202541m 29s
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Show Notes
As 2025 draws to a close, we cap off the year with Rich and Jason exchanging expectations for the market and macro environment in 2026 - including thoughts on the role of the Fed. Plus, a look at positioning preferences heading into the new year. Featured are Jason Draho, Head of Asset Allocation Americas with the UBS Chief Investment Office, and Richard Bernstein, Founder, Chief Executive Officer and Chief Investment Officer of Richard Bernstein Advisors (RBA). Host: Daniel Cassidy