What Worked In 2017 Will Likely Work In 2021

Mar 26, 2021

∙ Paid

Summary

The parallels to 2017 and early 2018 and now are very clear. We have a new administration with single party control of congress.
We are likely to see significant fiscal stimulus driving GDP growth.
The results are that a steepening yield curve and a rotation in the markets could be here for the next year.
We lay out the best places to be: value, b…