Episodes
Friday Jun 04, 2021
Stalled and waiting: Goldilocks forthcoming in H2 2021
Friday Jun 04, 2021
Friday Jun 04, 2021
For the past 3–4 months, almost everyone on TV has been parroting the same sector-allocation theory: Have your positions long in value vs growth, small caps vs large, and international vs domestic.
Chris Perras, CFA®, ChFC®, Chief Investment Officer, explains why these assessments are late at best, and wrong for H2 2021. He also lays out his take on market action in June, the second half of 2021 and early 2022. Click here to read transcription.
Version: 20230822