ASR on Bloomberg: Investing $10,000? Play the Recovery
1st JUN. 2021
ASR strategist Ian Harnett would be looking to raise exposure to stocks and sectors geared to stronger economic activity, higher inflation and increased liquidity.
As rising COVID cases around the world call the global outlook into question…. Ian expects any risk reversal to be short lived. Many of the value winners from February and March — industrial companies, travel and leisure businesses and homebuilders — will likely resume their rallies. ASR also expect banks to beat tech. With the dollar set to resume its downward momentum, eurozone and emerging markets should give better dollar returns than U.S. equities.
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