Analyzing Monetary and Fiscal Policy Dynamics

As 2025 quickly approaches, Rich rejoins Jason for a year-ahead discussion, spanning the macroeconomic environment, to markets, to the landscape across Washington DC. We also spend time reviewing investment themes in-focus, along with allocation preferences across asset classes. 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