Virtual Brunch Series – A discussion between a Global Macro Strategist and a Portfolio Manager
On Monday, April 19th, Jeff Tory, CFA, Chairman, Partner, Director and Portfolio Manager at Pembroke Management led a discussion with Caroline Miller, CFA, Director of the Pembroke American Growth Fund, an acclaimed economist and market strategist.
1. Earnings growth is expected to surprise on the upside;
2. While near term inflation will likely trend upwards, it should be transitory;
3. The primary cause for uncertainty remains the unpredictable path of the pandemic.
To learn more, please view the recording here: