As an independent research firm, Extel matters to us - thank you to those who voted in 2024.
If we have delivered again, we ask you to consider us for your vote in the 2025 Extel Developed Europe poll.
LINK TO VOTE
ASR on Bloomberg: Investing $10,000? Play the Recovery
Beth McCann
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.
Click HERE to read the full article.
