Portfolio Manager Jeremiah Buckley discusses the elements that have spurred a rebound in equity markets and factors that can help the budding recovery continue.
- A rebound in equities has been fueled by tremendous monetary and fiscal stimulus, measured reopenings, and signs of progress in COVID-19 treatment and vaccine development.
- In order to sustain a recovery, we will need to see continued improvement in consumer and business confidence and the country will need to address issues such as the redeployment of the labor force and enduring geopolitical tensions.
- Certain investment themes have come into focus as the economy begins to recover, including the importance of health care innovation, an increased need for network and data resources, and an emphasis on home-related spending.
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