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.
- 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: