How should I be positioned? with Richard Bernstein (RBA) and Jason Draho (UBS CIO)

A lot has evolved in the markets since we last spoke with Richard Bernstein back in January. We discuss how we got to where we are today in the markets, how economic conditions might progress in the months ahead, along with views on equity valuations, monetary policy and much more. Plus, thoughts on positioning and investment themes. 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. Host: Daniel Cassidy