On Wednesday, May 6th, investment strategist James Furey, CFA Managing Partner at Furey Research Partners shared his perspectives on the economy and the drivers for Stock market performance in the coming years.
Key Takeaways
- Growth stocks are well positioned to maintain their recent leadership over value stocks given low interest rates, poor demographic trends, and challenged global economies;
- Sectors with asset light businesses models operating in secular growth markets, particularly technology and healthcare, are best positioned to prosper in the years ahead;
- The COVID-19 pandemic resulted in pressure on small-cap stocks, but history indicates that coming out of most bear markets, small caps outperform their large-cap brethren.
To learn more, please view the recording here:
