Growth rotation and cyclicals

With Davos in the rear-view, the next FOMC meeting just days away, and Q4 earnings underway, Jason drops by to discuss what’s on investors’ minds and what markets are pricing in. Plus, a look at the latest investment outlook and allocation recommendations from CIO, per the February UBS House View. Featured is Jason Draho, Head of Asset Allocation Americas, UBS Chief Investment Office. Host: Daniel Cassidy