5 Potential Thematic Rotations That I Expect To Take Place In 2021
December 26, 2020 at 09:00 AM EST
Summary 2020 has already featured a number of short-term leadership shifts. I expect that trend to continue in 2021. I believe that a vaccine-fueled global economic recovery will be the primary narrative in the coming year and asset price action will react accordingly. More than just a matter of...